--- title: "CIP/EIP Administration Guide" slug: "cip-eip-administration-guide" updated: 2022-06-06T20:59:29Z published: 2022-06-06T20:59:29Z canonical: "support.nectarcorp.com/cip-eip-administration-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.nectarcorp.com/llms.txt > Use this file to discover all available pages before exploring further. # CIP/EIP Administration Guide ## Overview ### Central Intelligence Platform The Central Intelligence Platform (CIP) is a key architectural component of the Unified Communications Management Platform (UCMP), which enables a business partner or service integrator to provide managed services throughout their customer base through its multi-tenant application security and design. The CIP is a server cluster that is available in two models, the first of which is the most common model: - A model provided by Nectar in a hosted data center family that is dedicated to a business partner or service integrator - A custom model (or models) hosted in a partner data center or on premise, dedicated to that customer (or customers) The CIP houses registration and communication proxy systems that enable a service provider’s Network Operations Center (NOC) or Service Operations Center (SOC). The CIP is capable of proactive and reactive notifications, based on thresholds, degradation, or infrastructure/service failures. The CIP provides these functions across customers. It provides secure connections to end-client deployed premise equipment (RIGs) and subscribes to information channels between the service provider responder and that location. ### Enterprise Intelligence Platform The Enterprise Intelligence Platform (EIP) is a system module that is typically deployed on a separate server with the option of a HA cluster. The EIP contains registration and communication proxy systems. It provides users with a centralized, consolidated, global single sign-on view for environments that have multiple RIG deployments or must run the Nectar Intelli-Q module. The EIP enables global dashboards, which act as a launch point or provide a consolidated view of customer dashboards from multiple downstream RIGs. The dashboards also provide centralized alarming of all RIGs. Users/responders can also use the system to: - Securely connect to downstream RIGs. - Pass commands. - Subscribe to information channels between user/responder and the equipment to which a RIG is providing proxy access. For large enterprise deployments, UCMP can provide a similar hierarchical system that enables EIP to connect to an external CIP that is typically housed in a service provider network. ### About this Guide Each dedicated partner CIP/EIP is managed by Nectar from its initial installation and configuration to ongoing monitoring, software release management, and maintenance. This guide provides additional instructions relating to partner administration, configuration, and management of dedicated CIPs/EIPs. It covers tasks relating to using the Nectar client for access to the CIP/EIP, administering security for groups and users, organizing system access and permissions, configuring network monitors, using the Intelli-Q module, and much more. ### Audience This guide is intended for Nectar Subject Matter Experts (SMEs) within a partner who have a strong working knowledge of the partners managed service offers, service delivery commitments and SLA obligations. The Nectar SME generally has expertise in infrastructure management and monitoring, and/or Unified Communications (UC) with system administration access and a strong working knowledge of Nectar UCMP. ### Supported Software Versions - Nectar UCMP v8.6 ### ### Related Articles - Remote Intelligence Gateway (RIG) Administration Guide Installation Guide - External Authentication Administration Guide ## System Architecture The Nectar UCMP is a modular framework, which includes Nectar Foundation and Nectar Diagnostics. Primary features include UC Monitoring and Management, Event Management, Health and Performance, Capacity and Reporting, and Network Assessments (Perspective). These components enable synthetic traffic generation, monitoring, diagnostics, remote administration, and advanced event and performance management capabilities. This section discusses the following major system components and architecture and the role that each play in the overall Nectar UCMP: ###### [Central Intelligence Platform](/docs/cip-eip-administration-guide#_bookmark11) ###### [Enterprise Intelligence Platform](/docs/cip-eip-administration-guide#_bookmark12) ###### [Remote Intelligence Gateway](/docs/cip-eip-administration-guide#_bookmark13) ###### [Client Application](/docs/cip-eip-administration-guide#_bookmark14) ###### [Client Portal](/docs/cip-eip-administration-guide#_bookmark15) ###### [Secure Remote Session Transport Protocol](/docs/cip-eip-administration-guide#_bookmark16) ###### [Dependency Tree System](/docs/cip-eip-administration-guide#_bookmark17) ###### [Maps](/docs/cip-eip-administration-guide#_bookmark18) ### Central Intelligence Platform The Central Intelligence Platform (CIP) is a server cluster typically hosted in a service provider facility that is dedicated to a service organization. The CIP houses registration and communication proxy systems that allow service provider responders to receive alarms, securely connect to end-client deployed premise equipment (RIGs) for passing commands, and subscribe to information channels between the service provider responder and that location. For large enterprise deployments, UCMP can also provide a hierarchical system comprised of multiple EIPs called a CIP. ### Enterprise Intelligence Platform The Enterprise Intelligence Platform (EIP) is a system module that is typically deployed on a separate server with the option of a HA cluster. The EIP contains registration and communication proxy systems. It provides users with a centralized, consolidated, global single sign-on view for environments that have multiple RIG deployments or must run the Nectar Intelli-Q module. The EIP enables global dashboards, which act as a launch point or provide a consolidated view of customer dashboards from multiple downstream RIGs. The dashboards also provide centralized alarming of all RIGs. Users/responders can also use the system to: - Securely connect to downstream RIGs. - Pass commands. - Subscribe to information channels between user/responder and the equipment to which a RIG is providing proxy access. For large enterprise deployments, UCMP can provide a similar hierarchical system that enables EIP to connect to external CIP that is typically housed in a service provider network. ### Remote Intelligence Gateway The Remote Intelligence Gateway (RIG) is a client-site monitoring and reporting appliance, which is part of the UCMP. The RIG is a device deployed at a client premise that serves multiple roles: - Interrogation engine interacting with equipment at the client premise targeted for management. - Local (client-premise resident) repository for event data, performance feeds, and business intelligence monitors. - Aggregation point for disparate alarming sources into a common event structure. - End-client dashboard host where business level management views can be pushed to the client for client-premise/network-based access. - Can host engineering tools and be remotely accessed to allow responders a launch point from within the client's premise, ensuring smooth and accurate use of responder tools. - Client Application (EIP) registration for consolidated single sign-on, global views for multi-RIG deployments (optional). - Central Intelligence Platform (CIP) registration of the client premise or client network to an external service provider where Nectar UCMP is being used to facilitate third-party service provider support and remote access (optional). RIGs can communicate with registration services at an EIP and CIP level and operate in a store and forward manner for information channel feeds. Because RIGs have local data stores, there is persistence with collected information at all times. A single instance of a RIG is required to monitor an end-to-end UC infrastructure. RIGs can be stacked, so a single physical system can monitor multiple UC infrastructures. ### Client Application The Client Application (CA) component allows for full use of bi-directional SRSTP control. Application extensions are allowed to initiate new information channel subscriptions that are ready for broadcast from RIGs or (DAs). CA also allows for the switching of registration between multiple sources, such as a CIP, a deployed client RIG, and/or a DA. The CA is dynamically loaded to a user’s system via a standard web browser that facilitates loading and communicating CA on the user’s system. CA is a graphical interface that connects to multiple Nectar systems, including but not limited to CIP, EIP, RIG, and DA, which are included in the applicable core platform product. ### Client Portal Different from the CA, the Client Portal (CP) (dashboard) is used to only push views. CPs are typically deployed to allow clients visibility to key metrics of the infrastructure being managed. For example, bandwidth utilization on key network connectivity points, concurrent call server registrations, digital signal processing utilization, and element host health statistics (memory, CPU, disk, network interfaces, and so on). CPs are customizable to fit the needs of the client and deployment, ensuring usefulness and securing vital desktop real estate with the client's management staff, further promoting the value of the overall solution. CP can be launched from CIP, EIP, and RIG, which are included in the applicable core platform product. ### Secure Remote Session Transport Protocol Secure Remote Session Transport Protocol (SRSTP) is a hybrid communications protocol consisting of an information bus and proprietary transport protocol. SRSTP allows for secure registration of platform components between and amongst themselves and the passing of commands and data where allowed or authorized. The communications bus is designed in a publish and subscribe manner similar to electronic trading platforms found in modern financial markets. SRSTP allows for many client-bound sessions to simultaneously exist, promoting collaboration capabilities from responders to co-resolution or training purposes. | **Channel** | **Description** | | --- | --- | | Information | Can be a number of information feeds that a user subscribes to via a [***Client***](/docs/cip-eip-administration-guide#_bookmark14) [***Application***](/docs/cip-eip-administration-guide#_bookmark14) or a [***Client Portal***](/docs/cip-eip-administration-guide#_bookmark15), such as real-time or historical event/ performance data, iMaps, and business process monitors. | | Command | Is a different kind of communication that is passed through an SRSTP connection, which allows for remote commands to be passed to the client- premise-based RIGs. | | Transport | - Used for payload delivery. - This service afforded by SRSTP can carry independent application traffic through Nectar UCMP. - Allows responders to use native management tools to reach a target device that needs to be managed at a client premise - without special modification to their workstations or deployment of VPNs and other remote access methods. | ### Dependency Tree System On a CIP, a dependency tree allows you to build the organizational structure. You can create dependency trees per organization and assign users to that organization. You can then add RIGs to the dependency tree as an element. This helps you restrict access to RIGs within your CIP. For more information, see [***Dependency Trees***](/docs/cip-eip-administration-guide#_bookmark106). ### Maps Maps at a CIP level are rarely used. If maps are required, consult your Nectar representative. ## Nectar Client Overview The Nectar Client is a Java application that is delivered using Web Start technology. To use the Client on a machine, make sure that Java is integrated with your web browser. ***Note*** *You can test your browser for Java support or download a run-time copy of Java for your machine by visiting Oracle’s Java website:* ***https://***[***www.java.com***](http://www.java.com/) *Follow the directions to install the Java environment in your web browser.* This section includes the following: ###### [Launch and Log In Using the Nectar Client](/docs/cip-eip-administration-guide#_bookmark20) ###### [Command Buttons](/docs/cip-eip-administration-guide#_bookmark21) ###### [Menu Bar](/docs/cip-eip-administration-guide#_bookmark22) ###### [Status Bar](/docs/cip-eip-administration-guide#_bookmark23) ###### [Alert Status Summary](/docs/cip-eip-administration-guide#_bookmark24) ###### [System Tray Icon](/docs/cip-eip-administration-guide#_bookmark25) ### Launch and Log In Using the Nectar Client To launch and log in using the Nectar Client to the CIP, open your Java-enabled browser and enter the URL provided by the UCMP administrator: **http://***[your_company_name]***-cip1.nectarvoip.com** Java uses the link to download a description file; then downloads the support files that comprise the client application. The files are cached on the local computer, so subsequent application launches take less time. ***Note*** *You may start subsequent client application launches directly from your local computer using the Java WebStart Viewer application.* *However, if you launch your client application session from the URL, you automatically receive new updates to the client application.* The **Nectar Portal Login** window appears: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-jvjwzr1m.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-o145ptig.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 3-1 Nectar Portal Login* 1. Enter your **Username** and **Password**. 2. Click the drop-down arrow and select a location server. ***Note*** *Use the* ***Location*** *field to connect to different servers/systems.* *However, the* ***Location*** *is automatically set to the correct location server, if you launch from a URL.* 1. From the **Nectar Portal Login** window, select one of the following check boxes, as needed: - Click **Remember Login**, if you want the Nectar client to remember your **Username** and ###### Password. Next time you log in, your **Username** and **Password** will automatically appear in the designated fields. - - Click **Login Automatically**, If you want to log in automatically (and skip the **Nectar Portal Login** window). Next time you log in, you will bypass the **Nectar Portal Login** window, and proceed to the **Summary View** window. 1. Click **Login**. Based on your permissions, you will either see the **Summary View** or **Intelli-Q Dashboard** appears. The **Intelli-Q Dashboard** will only appear if you have this configured. For more information on Intelli-Q, see [***Intelli-Q***](/docs/cip-eip-administration-guide#_bookmark42). ### Command Buttons The command buttons are located in top-right corner of any view window. These buttons allow you to perform functions, such chatting with other users, changing passwords, and setting screen preferences. | **Item** | **Click to ...** | | --- | --- | | ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-8izd2ykv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | View the Intelli-Q dashboard, which provides a live list of all events/issues. ***Note:*** *Intelli-Q is only available if the user is logged into a CIP/EIP. If the user is directly logged into a singular RIG, they will not see any Intelli-Q information.* Each alarm/issue is color-coded based on the device alert levels and prioritized based on the client service windows. | | ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-efssbyd4.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | - Open the **Chat Contacts** window to use the Nectar chat system. - Double-click an ID to start a chat. - For more information, see [***Chat System***](/docs/cip-eip-administration-guide#_bookmark53). | | ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-pw7ealq7.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | Click on the logged-in user name to open the drop menu. ***Note:*** *Logged in as provides user login information.* | | ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-o1e9ib4w.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | Select one the following user options: - **About** - Provides version information about the current RIG on which you are logged in. - **Change Password** - Allows you to change your password on this RIG. - **Settings** - Allows you to: - Manage the appearance of your RIG. For example, you can use a larger banner, select the color theme for your RIG, use server nicknames (to shorten server names) in the interface, and include child nodes in the Location tree filter match. - Manage the screen appearance of your RIG by saving your settings on or loading settings from your computer. You can also choose to launch RDP Windows in full-screen mode. - Manage system settings, such as enable debug logging for your RIG, view client connection details in your RIG, and refresh permissions. - Reset settings to their original default settings. - Create a download location where data downloaded from your RIG(s) will be downloaded. - **Logout** - Allows you to log out of this RIG. - **Exit** - Allows you exit this RIG without logging out. Nectar recommends that you log out first. | *Table 3-1 User Options* ### Menu Bar The CIP menu allows you to navigate to the various CIP functions ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-v6r5jxks.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 3-2 CIP Menu Bar* To use the menu navigation bar, click on one of the following options: ###### CIP ###### Intelli-Q ###### Health ###### Dashboards ###### Reports ###### Tools ###### Configure These menu items are discussed throughout this guide. ### Status Bar The status bar provides the following CIP information: - **Primary**: Primary server version; also shows if this is **Online** or **Offline**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tu7gc8ih.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ***Note*** *A green status icon indicates that the server is functioning properly. A yellow status icon indicates that the server is unlicensed or incorrectly configured. Hovering over the status icon provides more information as to what the problem is. For example, this status shows that the server is unlicensed:* *Figure 3-3 Unlicensed Server* - **RTD**: Round Trip Delay is a measure of time that it takes for the CIP to communicate and get information from the box that is being monitored. - **Users**: Number of users assigned to this CIP. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-rrwtkyqz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ### Alert Status Summary *Figure 3-4 Status Bar* At a CIP level, the **Status Summary** panel in the bottom-left corner of window provides a summary of events on all RIGs in the **Location** panel. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-7or0tyzy.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) - 1. **System Tray Icon** *Figure 3-5 Status Summary* When you click **x** to close the Nectar client window, rather than selecting **Exit** from the User options, the **System Tray** icon appears on your computer task bar. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-jelvrliv.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) Select one of the following: *Figure 3-6 System Tray Icon* - Click on the icon to open the Nectar client window. - Right-click on the icon and select **Restore** to open the Nectar client window. - Right-click on the icon and select **Exit** to completely close the application. ## Security Administration The Permission module stores login information and user permissions. It is a required module for all CIP installations. Permissions for each CIP server are managed in the Permission Manager. Managing permissions includes the following tasks: ###### [Manage Users](/docs/cip-eip-administration-guide#_bookmark28) ###### [Manage Groups](/docs/cip-eip-administration-guide#_bookmark34) ###### [Manage Authentication](/docs/cip-eip-administration-guide#_bookmark36) ###### [Manage Password and Session Rules](/docs/cip-eip-administration-guide#_bookmark37) ###### [Reset Expired Passwords](/docs/cip-eip-administration-guide#_bookmark38) ###### [Reset Password History](/docs/cip-eip-administration-guide#_bookmark39) ###### [Expire Password Now](/docs/cip-eip-administration-guide#_bookmark40) ### Manage Users This section explains how to manage CIP users: ###### [Add a User](/docs/cip-eip-administration-guide#_bookmark29) ###### [Enable Two-Factor Authentication](/docs/cip-eip-administration-guide#_bookmark30) ###### [Edit a User](/docs/cip-eip-administration-guide#_bookmark31) ###### [Remove a User](/docs/cip-eip-administration-guide#_bookmark32) ###### [Add a User to a Group](/docs/cip-eip-administration-guide#_bookmark33) #### Add a User Follow these steps to add a user: 1. Navigate to **CIP > Permissions**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-fhjtdr0d.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-1 CIP > Permissions* 1. In the **Permissions** window, click **Add**. ***Note*** *You can also select a user, right click, and select* ***Add*** *from the menu.* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zfjr1frg.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The **Add User** window appears. *Figure 4-2 Add* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-hts73xrz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-3 Add User* 1. Enter a **Username** that is alphanumeric and case sensitive without a minimum or maximum value. 2. Enter the user’s password in the **Username** and **Confirm** fields. ***Note*** *See* [***Manage Password and Session Rules***](/docs/cip-eip-administration-guide#_bookmark37) *for instructions on setting up user password rules.* 1. In the **Organization** field, enter the organization to which the user is assigned (typically **root**). 2. From the **Default Dashboard** menu, select a default dashboard that will show up by default when you navigate to **Dashboards > Dashboard**. 3. Click **OK**. #### Enable Two-Factor Authentication Two-factor authentication provides an additional layer of security. Follow these steps to enable two-factor authentication for a specific user: 1. Navigate to **CIP > Permissions**. 2. The **Permissions - Users** window appears. 3. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9txrco7d.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)Select a user; then right-click and select **Enable Two-Factor Authentication**. | | | --- | | | | | | | | | | | | | | *Figure 4-4 Enable Two-Factor Authentication* The **Enable Two-Factor Authentication** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ng6xzs5s.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes**. *Figure 4-5 Enable Two-Factor Authentication* The **Two-Factor Auth Setup** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ui3raiol.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-6 Two-Factor Auth Setup* 1. Enter the following information for the two-factor authentication: | **Parameter** | **Enter ...** | | --- | --- | | **Account Name** | Meaningful name for the authentication. | | **Auth Issuer** | Name of authorized individual issuing authentication. | 1. Click **Next**. The following window appears with the new generated Secret key. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-kml6g0mu.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-7 Secret Key* 1. Scan the generated QR-Code using a third-party authentication application, such as ***Google Authenticator*** or ***WinAuth***, to generate a one-time password (OTP); then click **Next**. The authentication application creates an OTP that is valid for a short period of time. ***Note*** *You can also manually enter the Shared-key in the authentication application to generate an OTP. You will need to click the* ***Show Shared-key*** *check box to view the key.* 1. When the following **Confirm with OTP** window appears, enter the **OTP** generated from the authentication application to complete the setup. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zy28cxzv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-8 Confirm with OTP* 1. Click **Finish**. ***Note*** *For each login, a generated OTP from the authentication application must be entered in addition to the username and password.* *To disable, select a user; then right-click and select* ***Disable Two-Factor Authentication****. Click* ***Yes*** *to confirm.* #### Edit a User Follow these steps to edit a user: 1. Navigate to **CIP > Permissions**. The **Permissions** window appears. 2. Select a **Username**; then click **Edit**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ngs0tqg7.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-9 Edit User* The **Edit User** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zttyr8v9.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-10 Edit User Window* 1. Select the **Password** check box to make the **Password** and **Confirm** fields editable so that you can change the user’s password. ***Note*** *See* [***Manage Password and Session Rules***](/docs/cip-eip-administration-guide#_bookmark37) *for instructions on setting up user password rules.* 1. Make changes to the following selections as needed: ###### Organization ###### Default Dashboard 1. Click **OK**. #### Remove a User Follow these steps to remove a user: 1. Navigate to **CIP > Permissions**. The **Permissions** window appears. 2. Select a **Username** you want to remove; then click **Remove**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-e0e1caqs.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-11 Remove User* The **Remove User** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-inpj7ctn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes**. #### Add a User to a Group To control user access to functional areas within the system, a group with designated permissions may be assigned or removed from the user. Follow these steps to add a user to a group: 1. Navigate to **CIP > Permissions**. The **Permissions** window appears. 2. Select a **Username**; then click **Add to Group**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-fqsqt6m8.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-12 Add to Group* The **Add User to Group** window appears: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6zna1ceq.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-13 Add User to Group Window* ***Note*** *You can select multiple groups to assign to a user:* - *Hold down the* ***Shift*** *key to highlight groups located next to each other; then click* ***Add****.* - *Hold down the* ***Ctrl*** *key to randomly select a group; then click* ***Add****.* 1. Select a group in the list, and click **Add**. ***Note*** *The* ***Add User to Group*** *window is populated with groups that you create, as discussed in* [***Add a Group***](/docs/cip-eip-administration-guide#_bookmark35)*.* The user is now assigned to that group. 1. View a selected user’s group memberships in the **Group Membership** pane. In this example, user **User1** is assigned to **Group 1**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-1empacj9.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-14 User Permissions* ### Manage Groups Groups allow you to grant users specific access to system areas. The Permission Manager does not contain default user groups. #### Add a Group Follow these steps to add a group: 1. Navigate to **CIP > Permissions**. 2. In the **Permissions** window, select **Groups**; then click **Add**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zu12ixgn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The **Add Group** window appears. *Figure 4-15 Add Group* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-bysmhn1v.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-16 Add Group* 1. Enter the name of the new group, such as **Admin**. 2. Click the drop-down arrow and select the **Default Dashboard** for this group. 3. Select **Backups** to add the group to the backup server instance. 4. Click **OK**. The new group name and dashboard appear with the other groups. #### Edit a Group Follow these steps to edit a group: 1. Navigate to **CIP > Permissions**. 2. In the **Permissions** window, select **Groups**. 3. Select a group in the **Groups** pane; then click **Edit** in the menu. You can also select the **Edit** button beneath the **Groups** name. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zsvob4m9.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The **Edit Group** window appears: *Figure 4-17 Edit Group* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-11lw6srw.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-18 Edit Group* 1. In the **Group Name** field, you can edit the group name. 2. Edit the **Default Dashboard**, as needed. 3. Select **Backups** to add the group to the backup server instance. 4. Click **OK**. #### Remove a Group Follow these steps to remove a group: 1. Navigate to **CIP > Permissions**. 2. In the **Permissions** window, select **Groups**. 3. Select a group in the **Groups** pane that you want to remove; then click **Remove**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-nmxep45b.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-19 Remove Group* The group is removed from the **Groups** pane. #### Assign Permissions to a Group Follow these steps to assign permissions to a new group: 1. Navigate to **CIP > Permissions**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-qhaghl0v.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-20 Add Permission to Group* 1. In the **Permissions** window, select **Groups**. 2. Select a group; then click **Add Permission**. The **Add Permissions** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tgzv2dvi.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-21 Add Permissions* 1. Select a permission, such as **admin - Gives administrative rights to group**. 2. Click **Add**. ***Note*** *The two most important permissions in the list are:* - ***admin*** *- This permission gives the user access to the entire RIG.* - ***client.local.dashboardOnly*** *- Gives user access only to the dashboard of the local system.* The selected permission is added to the group. ***Note*** *You can add multiple permissions to a group:* - *Hold down the* ***Shift*** *key to highlight permissions located next to each other; then click* ***Add****.* - *Hold down the* ***Ctrl*** *key to randomly select permissions; then click* ***Add****.* 1. View a selected group’s permissions in the **Permissions** pane. In this example, the group **user** is assigned the permission, **client.serverLicense**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-dz29sc9v.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-22 Group Permissions* ### Manage Authentication Follow these steps to select an authentication type: 1. Navigate to **CIP > Permissions**. The **Permissions** window appears. 2. Click **Authentication**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-f2crdm4p.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-23 Authentication* 1. Select one of the four available authentication types; then click **Save Changes:** ###### Local Store ###### LDAP ###### Active Directory/Windows NT ###### RADIUS ***Note*** *For more information on these authentication types, see* ***External Authentication Administration Guide****.* ### Manage Password and Session Rules Follow these steps to set up password and session rules for local users/groups accessing your EIP: 1. Navigate to **EIP > Permissions**. 2. In the **Permissions** window, click **Rules**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-oxq058ss.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-24 Password Rules* 1. Select any of the available password rules for local users/groups accessing your EIP. 2. Click **Save Changes** to apply these changes. ### Reset Expired Passwords Follow these steps to reset expired account passwords: 1. Navigate to **EIP > Permissions**. The **Permissions** window appears. 2. Select the user whose password has expired; then right-click and select **Reset Expired Password**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-szckvsns.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-25 Reset Expired Password* 1. Click **Yes** at the prompt to confirm your decision to reset this user’s password. The user will receive a notification with a temporary password. ### Reset Password History Follow these steps to reset a user’s password history, so they can reuse former passwords: 1. Navigate to **EIP > Permissions**. The **Permissions** window appears. 2. Select the user whose password history you are resetting; then right-click and select **Reset Password History**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-u0up6mwq.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-26 Reset Password History* 1. Click **Yes** at the prompt to confirm your decision to reset this user’s password history. ### Expire Password Now Follow these steps to immediately expire a user’s password. This is useful when a user has left the company and you want to prevent them from accessing the system. 1. Navigate to **RIG > Permissions**. The **Permissions** window appears. 2. Select the user whose password you want to immediately expire; then right-click and select ###### Expire Now ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-4sbp1u6p.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 4-27 Expire Now* 1. Click **Yes** at the prompt to confirm your decision to expire this user’s password immediately. ## Intelli-Q The Nectar Intelli-Q Alarm Routing Module is used to identify client issues from distributed RIGs and place those issues into alarm queues and team-oriented workflows. Intelli-Q allows for your service bureau to also create various service offerings to clientele past simple alarm receipt and forward. For example, equipment break-fix alarms can be placed in one queue, while facilities- related problem and after-hours support may be placed in others. Intelli-Q provides a service bureau’s support desk the ability to place Service Response Timers onto alarm types or by customer to allow for the Service Level Agreements (SLAs) between the service bureau and the clients. In addition, Intelli-Q allows for expanded alarm receipt and workflow functionality where the service bureau can automatically assign alarms to various queues and users or allow for dissemination leveraging dispatching functionality. This section includes the following: ###### [Overview](/docs/cip-eip-administration-guide#_bookmark43) ###### [Working with Queues](/docs/cip-eip-administration-guide#_bookmark44) ###### [Assign, Close, or Email an Issue (from the Alarm Diary)](/docs/cip-eip-administration-guide#_bookmark45) ###### [Work Queue Menu Options](/docs/cip-eip-administration-guide#_bookmark46) ###### [User Queue Menu Options](/docs/cip-eip-administration-guide#_bookmark47) ###### [View Alert Details](/docs/cip-eip-administration-guide#_bookmark48) ###### [Configure Intelli-Q](/docs/cip-eip-administration-guide#_bookmark49) ###### [Issues by Queue](/docs/cip-eip-administration-guide#_bookmark50) ###### [Issues by User](/docs/cip-eip-administration-guide#_bookmark51) ###### [Chat System](/docs/cip-eip-administration-guide#_bookmark52) ###### [Custom Lists](/docs/cip-eip-administration-guide#_bookmark54) ###### [Admin](/docs/cip-eip-administration-guide#_bookmark55) ###### [Escorts](/docs/cip-eip-administration-guide#_bookmark63) ###### [Default Escorts](/docs/cip-eip-administration-guide#_bookmark64) ###### [Edit Importances](/docs/cip-eip-administration-guide#_bookmark66) ###### [Edit Escorts](/docs/cip-eip-administration-guide#_bookmark69) ### Overview Within this module, the following terms are used: - **Issue** - An alarm represented by a dependency tree or an aggregate alarm that has been delivered from the UCMP to an EIP. - **Queue** - Contains a list of Issues. There can be one or more shared Queues defined in the Intelli-Q module, in addition to a User Queue related to each user in the system. - **Importance** - An administrator-defined entry that consists of a name, priority, and foreground and background colors. An importance is assigned to each issue in order to prioritize within a Queue. The importance can be assigned automatically based on time constraints or assigned manually by a user. - **Escort** - An issue handler that is assigned to an issue in order to automatically place it in a queue or escalate its importance over time. To access the Intelli-Q module, you must be at the EIP level in the left pane; then click the **Intelli-Q** menu item: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-qfcvrs7t.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-1 Accessing Intelli-Q* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-u0x1z3js.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-0e9yk1hr.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ***Note*** *Users can also access Intelli-Q by clicking the exclamation mark next to the chat icon:* *If the user has no assigned issues, the exclamation mark will be a bell icon:* The Intelli-Q is arranged into three segments: - **Queues** - A gray triangle at the left of the queue name will identify the current queue displayed. - **Work Queue (top)** - This contains all issues that have not been assigned to a user or queue. - **User Queue (bottom)** - This contains issues that have been assigned to the user either directly or through a queue that the user belongs to. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9srfjssy.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-2 Intelli-Q Panels* ### Working with Queues To view multiple queues, hold the **Shift** key and select all desired queues. You can also click the down arrow and select **Select All**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-fz7021z8.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-3 Select All Queues* When a new issue is displayed, the queue will adjust to match the issue color of highest importance. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-lbs82t5i.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-4 Issue Importance* The issues are organized according to the **Status Summary**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-2k1wtzti.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-5 Status Summary* Double click on an issue in any queue to display more details, such as: 1. View a **Dependency Tree** showing where the alarm initiated (indicated here in red). 2. View the **Diary Entry**, which contains these details: 1. **Time M** - Time when the alarm occurred in milliseconds 2. **Time Text** - Date and time when the alarm occurred. 3. **Type** - Alarm type 4. **User** - User who is assigned to the issue (if there is one) 5. **Message** - Alarm message ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-sycde8jy.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-87msqalx.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-6 Preview the Issue Alarm Details* Within the Dependency Tree, double click on a particular node to view more details: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ohwrumvr.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-7 Dependency Tree Node Details* ### Assign, Close, or Email an Issue (from the Alarm Diary) Follow these steps to assign an issue to yourself, close an issue, or email the issue to yourself or another user: 1. Double-click on an issue in a queue. 2. In the **Diary Entry** pane, you have the following options: - **Assign to Me** - Click this button to take ownership of the issue and place the issue in your queue. - **Close Issue** - Click this button to close the issue if it has been resolved. - **Send** - Enter an email address in the **Message** field and click this button to send the issue to yourself or another user. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-eo3g1ebf.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-8 Assign, Send, or Close an Issue* ### Work Queue Menu Options Depending on their permission level, users can right-click on a Work Queue issue and select one of the following menu options: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6pmfaps5.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-9 Work Queue Menu* - **View Issue** - Displays additional issue details, as discussed in [***Working with Queues***](/docs/cip-eip-administration-guide#_bookmark44). - **Assign Issue to Me** - Assigns the issue to yourself. The issue is moved from the **Work Queue** to your **User Queue**. - **Assign Issue** - Opens the **Assign Issue to User** window, where you can select a user to assign the issue to; then click **Apply**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-q2ea9r1u.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-10 Assign Issue to User* - **Close Issue** - Opens the **Close Issues** window, where you close an issue by clicking **Update**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-h72r41mk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-11 Close Issues* - **Add Ticket Number** - Opens the **Add Ticket Number** window where you can add a ticket number to the issue; then click **OK**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tyh8eafp.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-12 Add Ticket Number* - **Place in Queue** - Opens the **Assign Issue in Queue** window, where you can select a queue for assignment; then click **Apply**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-41e676o5.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-13 Assign Issue to Queue* - **Change Importance** - Opens the **Change Importance** window, where you can select a new importance for the issue; then click **Apply**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5y6p4bhj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-14 Change Importance* - **Change Issue Escort** - Opens the **Change Escort** window, where you can select a new escort for the issue; then click **Apply**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6hggzbwj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-15 Change Escort* ### User Queue Menu Options Depending on their permission level, users can right-click on a User Queue issue and select one of the following menu options: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tv8hqm5d.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-16 User Queue Menu* - **View Issue** - Displays additional issue details, as discussed in [***Working with Queues***](/docs/cip-eip-administration-guide#_bookmark44). - **Accept Issue** - Allows a user to take ownership of an issue. This places the issue in the user’s queue. - **Surrender Issue** - Allows a user to surrender ownership of an issue. This places the issue back in the main queue where other users can take ownership of it. - **Close Issue** - Opens the **Close Issues** window, where you close an issue by clicking **Update**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-7j6crg53.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-17 Close Issues* - **Add Ticket Number** - Opens the **Add Ticket Number** window where you can add a ticket number to the issue; then click **OK**. - **Change Importance** - Opens the **Change Importance** window, where you can select a new importance for the issue and then click **Apply**. - **Assign User** - Opens the **Assign Issue to User** window, where you can select a user to assign the issue to; then click **Apply**. - **Change Escort** - Opens the **Change Escort** window, where you can select a new escort for the issue and then click **Apply**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-nlnih2dn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ### View Alert Details *Figure 5-18 Change Escort* To view alert details, select the **Alert Events** tab. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-oae0h7uz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-19 Alert Events Tab* This allows you to view the following alert details: - **Alert** - Alert importance. In the figure above, the importance is **Good**. - **First Time** - First time the alert occurred. - **Last Time** - Last time the alert occurred. - **Device** - Affected device. - **Display** - Affected display. - **EventId** - Event ID attached to the alert. - **Description**: Alert description. 1. **Configure Intelli-Q** Administrators have access to a global view of the issue situation within the Intelli-Q system. To open the administrator views, navigate to **Configure > Intelli-Q**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-kb1dj4pm.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-20 Configure > Intelli-Q* The following options are displayed: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-u5dmiy2x.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-21 Manage Alert and Admin Options* Manage the Intelli-Q by setting up the system in the **Admin** section and use **Manage Alert** section for quick reference of the Intelli-Q. The following items are discussed in more detail in the following sections. ##### Manage Alert - [***Issues by Queue***](/docs/cip-eip-administration-guide#_bookmark50) **-** Select a queue to display all assigned issues. - [***Issues by User***](/docs/cip-eip-administration-guide#_bookmark51) **-** Select a user to display all assigned queues. - [***Custom Lists***](/docs/cip-eip-administration-guide#_bookmark54) **-** Create a list of all issues by defining specific variables, such as “Alert” or “elementName”. ##### Admin - [***Admin***](/docs/cip-eip-administration-guide#_bookmark55) **-** Set up your queues, users, email, escorts, importances, and options. - **Debug View -** Displays issues (open/closed) by element or event. - **Show All Diaries -** Lists all diary entries by identification number, which includes such details as the server name, element name, and message. - **Search For Diaries -** Allows you to search for diary entries. 1. **Issues by Queue** Click **Issues by Queue** to view all of the queues in the system: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ptcrv06t.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-22* Select a queue in the left pane to display all associated issues in the right pane. You can assign issues to other queues, change importance, and reassign ownership by right-clicking on the issue name and selecting the appropriate menu option. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j6vfmo0d.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) - 1. **Issues by User** *Figure 5-23 View Issues by Queue* Click **Issues by User** to view all assigned issue queues for each user: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-s0c9rtop.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-24 Issues by User* All issues for each selected user will be displayed to the right. A user can then Surrender, change importance, and reassign ownership by right-clicking on the queue name. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-m4lrs7bk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) - 1. **Chat System** *Figure 5-25 Issues by User* The **Chat** icon (located in the top-right corner of the console) allows you to access the Nectar Chat System. This is an instant messaging system that allows chat sessions among logged in users: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-miibqwoa.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-26 Chat Icon* Follow these steps to use the Chat system: 1. Select theicon at the top right area of the window. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-2uia75t0.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) A list of chat contacts appears in the **Chat** panel. Your name is located at the top of the list: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-lz8lo9la.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-27 Chat Contacts* 1. To set your chat status, click the button beneath your name in the **Chat** panel, and select one of the following statuses: ###### Online ###### Away ###### Busy ###### Offline ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vkv7ltop.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-28 Chat Status* 1. To chat with someone, double-click on their user name in the **Chat** panel. 2. Enter your message in the field at the bottom of the right panel and press [Enter] to send the message. The message appears in the top-left corner of the panel. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-0lawlqzk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-29 Chat Window* The message immediately appears. **Note** The dialog between the two users is distinguished by font color: blue and red. The history of the chat session remains in the top portion of the window. You can use the **Chat** panel to exchange data as well as conversations. Drag and drop events into the **Chat** field as links that direct the other user to the event details. - 1. **Custom Lists** 1. To create a custom list, click **Custom Lists**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-gxbawzmu.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-30 Custom Lists* 1. Right-click the **Lists** table and select **Add** from the menu: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9ms72zyr.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-31 Lists > Add* ***Note*** *To edit a Custom List, select* ***Edit*** *from the menu.* *To remove a Custom List, select* ***Remove*** *from the menu.* The **Edit Custom List** window appears: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tjwtbg35.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. In the **List Name** field, enter a name for the list you are creating. 2. The Boolean expression begins with **IF**. Right click on **IF** and then add a tree leg. For example, select **Add Condition**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ziluo1l7.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-32 Edit Custom List* - 1. Use the **Variable** drop menu to select a variable. This represents the system field name. 2. Use the **Function** drop menu to select the function. This represents the association between the variable and the value. 3. Enter the value in the **Value** field. This represents the type of variable being defined. 4. Select the **Value is Variable** check box to confirm whether or not the value is able to change. 5. Repeat this process to further define your custom list by adding AND, OR, NOT, XOR, and Condition clauses. 6. Click **Update** when you have finished defining your custom list. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5bogac3k.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) - 1. **Admin** *Figure 5-33 Add Condition* Click **Admin** to open the Administration pages: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3sjdm5z4.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-34 Admin* By clicking **Admin**, you have access to several different tabs where you can configure: - **Queues and Users -** Add new queues into the system and assign members. - **Users and Queues -** Add users to the Intelli-Q and assign queues to each member. - **User Emails -** Add email accounts to each individual. - **Default Escorts -** Create default rules for issues entering the Intelli-Q. - **Edit Importance -** Create an alert structure that will weigh the significance of each issue. - **Edit Escorts -** Create additional rules for administering the distribution of issues for their duration in Intelli-Q. This feature is for escorts that already exist in the system. - **Scripted Action -** Create new scripts, edit existing scripts, test compile scripts, and remove scripts. - **Options -** Use ONLY to adjust the default escort index. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ui1b77nf.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-35 Intelli-Q Admin* #### Queues and Users The **Queues and Users** tab allows you to add and remove queues and users. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-4in7p7ry.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-36 Queues and Users Tab* ##### Add Queue Follow these steps to add a queue: 1. Right-click on a queue and select **Add**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9ib6dy61.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-37 Add* 1. Enter the queue name and click **OK**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-rqg49h1f.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-38 Add Alarm Queue* The new queue appears in the queues list to the left. ##### Remove Queue Follow these steps to remove a queue: 1. Right-click on a queue to be deleted and select **Remove**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-njxo4vct.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-39 Remove* The **Remove Queue** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-k6t1rjhk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Remove**. ##### Add User Users can be added to queues. When a user is added to a queue, then the user can see the queue in the Intelli-Q client view. Follow these steps to add a user to a queue: 1. Select the desired queue. 2. Right-click in the **Users** list and select **Add User to Queue**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vf0bex4g.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-40 Add Users to Queue* 1. In the **Add User to Queue** window, select a user to add to the queue; then click **Add**. ***Note*** *This list is populated with all users that have been added to this EIP through the* ***CIP*** *>* ***Permissions*** *menu option.* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xmkyx7a7.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-41 Add User to Queue* ##### Remove User Follow these steps to remove a user from a queue: 1. Select the desired queue; then select the desired user. 2. Right-click on the user; then select **Remove User from Queue**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9d9iuek0.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-42 Remove User from Queue* The user is deleted from the queue. #### Users and Queues The **Users and Queues** tab provides a list of users derived by the user permissions of the EIP. Queues can be associated and disassociated from users, and an alert ability assigned when a queue is filled. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-0lkh5xmj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-43 Users and Queues Tab* Right-click within the **Queues** pane and select from one of the following options: - **Add Queue to User** - Highlight to select a queue from the system. - **Flash When Queue Filled** - Click to set to **true** and the queue will blink when filled. - **Don’t Flash When Queue Filled** - Click to set to **false** and the queue will not blink when filled. - **Remove Queue From User** - Highlight user and click to remove the user from the assigned queue. #### User Emails The **User Emails** tab provides the notification information for the users in the Intelli-Q. Multiple email addresses can be added into the system. For each email address, you can define an email distribution schedule for a monitored element(s) with a specific alarm, and/or queue(s). ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-82px20rg.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-44 User Emails* Follow these steps to edit user emails: 1. Select the **User Emails** tab. The **Intelli-Q Admin - User Emails** window appears with a list of user emails. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-a77wp4uv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-45 User Emails* 1. Right-click on a user email in the **User Emails** pane and select **Add**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ijbenr2y.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-46 Add Email* The **Add User Email** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-z65xm0p5.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Enter the following information: *Figure 5-47 Add User Email* | **Parameter** | **Description** | | --- | --- | | **Email Address** | Enter the destination email in this field. | | **Email Type** | Select the type of email from the following using the drop-down: - **html** - **text** - **sms** | | **Schedule** | Select the schedule of when the emails should be sent to this address using the drop-down . | | **Email on User Queue** | - Selecting this check box will cause the Intelli-Q module to send an email to the specified address whenever an issue is placed into this user’s User Queue. - The email will be a table that matches the contents of the user’s User Queue and includes all newly assigned Issues. | *Table 5-1 Parameters* The window also controls the following tabs that can be used for several different situations where the user may want to receive an email: ###### [Email Elements](/docs/cip-eip-administration-guide#_bookmark56) ###### [Email Queues](/docs/cip-eip-administration-guide#_bookmark59) ###### [Email on Merged Events](/docs/cip-eip-administration-guide#_bookmark62) ##### Email Elements Follow these steps to control the sending of Issue emails related to specific Servers and Elements. ***Note*** *Queuing should be used as the primary email source to email all alarms.* *The use of Event Forwarding in Email Alerting should not be used as the main method for email alerts.* 1. Click the **Email Elements** tab to view the available parameters: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-nkp7w0xc.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Select the following, as needed: *Figure 5-48 Email Elements* | **Parameter** | **Description** | | --- | --- | | **Email All Elements** | Select this check box to receive an email any time any issue in the entire Intelli-Q is updated. | | **Element Email Content Order** | Select the element email content order from the following using the drop-down: - **Default** - **Dependency Tree First** - **Events First** - **Dependency Tree Only** - **Events Only** | *Table 5-2 Parameters* | **Parameter** | **Description** | | --- | --- | | **Min/Max** | These drop-down menus control a threshold interval that must match the past or new alarm severity level for an Issue for the email to be sent. For instance, if a minimum severity of 3 is selected, then the destination email will not receive emails: - Unless the alarm severity of a specific issue reaches 3 or beyond. - If the alarm severity of an issue is currently at 3 (Minor) or above but falls below 3. | | **Element Inclusion** | The **Element Inclusion** table controls what specific servers or server and element combinations will trigger an email to be sent. For more information, see: - [***Add Server or Server and Element Combination***](/docs/cip-eip-administration-guide#_bookmark57) - [***Remove Server or Server and Element Combination from List***](/docs/cip-eip-administration-guide#_bookmark58) ***Note:*** *If the* ***Email all Elements*** *check box is selected, this will override the options in this list.* | *Table 5-2 Parameters* ##### Add Server or Server and Element Combination Follow these steps to add a server (or server and element combination): 1. Right-click in the **Element Inclusions** table and select **Add**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-hap10mzr.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-49 Add Server (or Server and Element Combination)* The **Add Email Element** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-19zorekk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-50 Add Email Element* 1. Select a specific server in the left pane to view the Elements in the right pane. 2. Select multiple servers, or multiple elements, by holding down the **Shift** or **Ctrl** key; then click **Add** to add them to the **Element Inclusion** list. 1. Click **Apply**. ##### Remove Server or Server and Element Combination from List To remove a specific server (or server and element combination), select from the **Element Inclusions** table; then right-click and select **Remove**. The server (or server and element combination) is removed. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-asxixt0v.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | | | --- | | | | | *Figure 5-51 Remove Server (or Server and Element Combination)* ##### Email Queues Follow these steps to allow control over email notification to the destination Email Address when a new Issue is added to a specific Queue. Right-click in the Queue Inclusion list to either add or remove a queue. 1. Click the **Email Queues** tab to view the following: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5bw6kwlj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-52 Email Queues* 1. Select the **Queue Email Content Order** from the following using the drop-down: ###### Default ###### Dependency Tree First ###### Events First ###### Dependency Tree Only ###### Events Only 1. Right-click in the **Queue Inclusion** table and select one of the following to add or remove an email queue: ###### [Add an Email Queue](/docs/cip-eip-administration-guide#_bookmark60) ###### [Remove an Email Queue](/docs/cip-eip-administration-guide#_bookmark61) ##### Add an Email Queue Follow these steps to add an email queue: 1. Right-click in the **Queue Inclusion** table and select **Add Queue**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j1gi5mtu.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-53 Add an Email Queue* The **Add Queue to Email** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vwdex66l.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-54 Add Queue to Email* 1. Select the desired **Queue** using the drop-down; then click **Add**. If the desired Queue is not in the drop-down list, then the selected user may not have view access to the Queue. Users may only receive emails about the conditions of Queues that they are configured to view. 1. When editing is complete, click **Apply**. The changes will be saved to the Intelli-Q module. ##### Remove an Email Queue Follow these steps to remove an email queue: 1. Select an existing email queue in the **Queue Inclusion** table. 2. Right-click in the table and select **Remove Queue**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tehtstni.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | | | --- | | | | | *Figure 5-55 Remove an Email Queue* The email queue is removed from the **Queue Inclusion** table. ##### Email on Merged Events Follow these steps to use **Email On Merged Events** to send emails. 1. Click the **Email On Merged Events** tab to view the following parameters: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-fjhzilon.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-56 Email Queues* 1. Select one of the following check boxes, as needed: | **Parameter** | **Select this option to ...** | | --- | --- | | **In Personal Queue** | Send an email on merged events to a personal queue. | | **Assigned Queues** | Send an email on merged events to assigned queues. | - 1. **Escorts** *Table 5-3 Parameters* This section discusses Escorts, which serve as routing rules for an alarm/event. They allow you to assign queues, importance, and service schedules to alarms/events. #### New Issues Defined An incoming issue is considered “New” if it has never been seen by the Intelli-Q system, or if the issue related to the specific Server Name and Element Name has been previously “Closed”. New issues are raised only if the severity is greater than 1 (“Good”). #### Escort Assignment Each new issue is assigned an Escort. There is a default global escort defined by the option “defaultEscortIndex”. The user can also choose to assign different escorts to specific servers, or server and element combinations. To do this, see [***Change Default Escort***](/docs/cip-eip-administration-guide#_bookmark65). ***Note*** *Check the defaultEscortIndex option before removing any escorts. This is accessible by navigating to* **Configure > Intelli-Q > Admin > Options***.* #### Rules of an Escort When an Escort is assigned, it will use the rules contained in its legs to match the current state of the Issue with a Leg. The Escort will follow the rules of the Leg, which matches the current Issue and is furthest down the list. An Escort Leg will direct the Issue into a particular Queue and assign an Importance. Importances help the user prioritize issues by applying a color and name. Those with greater importance will rank higher in the Queue. To edit Importances, see [***Edit Importances***](/docs/cip-eip-administration-guide#_bookmark66). If a new update to an issue enters the Intelli-Q, such as an alert status change, the changes will be merged with the Issue, and the current Escort will attempt to find a new Leg to apply to the issue. The rules of the Escort Leg will be followed only if the new matching Leg is further down the list than the last Escort Leg previously applied to the Issue. #### Escort Legs Escorts Legs allow the administrator to choose a Queue for the Issue to be placed in based on a scheduling window, importance of the issue, or age of an issue. To add an Escort leg, see [***Add an***](/docs/cip-eip-administration-guide#_bookmark70) [***Escort Leg***](/docs/cip-eip-administration-guide#_bookmark70). To edit an Escorts Leg, see [***Edit an Escort Leg***](/docs/cip-eip-administration-guide#_bookmark71). - 1. **Default Escorts** The **Default Escorts** tab provides information relating to escorts, which are used by Intelli-Q to automate the escalation and placement of issues within the queuing system. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6jvv561d.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-57 Default Escorts Tab* #### Change Default Escort To change the default escort to one of your choosing: ***Note*** *If no escort is defined for a RIG, then the escort index identified in the* **Configure > Intelli-Q > Admin > Options** *is used by default.* 1. Navigate to **Admin** > **Default Escorts**. 2. Right click on a **Server Escort** or an **Element Escort**. 3. Select **Change Default Escort** from the menu: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5h6c0yym.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | | | --- | | | | | *Figure 5-58 Change Default Escort* 1. In the **Change Default Escort** window, select the **Escort** from the drop menu. 2. Click **Update**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3lp1n6g6.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-59 Change Default Escort* #### Remove Escort Entry To remove an escort entry: ***Note*** *If no escort is defined for a RIG, then the escort index identified in the* **Configure > Intelli-Q > Admin > Options** *is used by default.* 1. Navigate to **Admin** > **Default Escorts**. 2. Right-click on a **Server Escort** or an **Element Escort** and select **Remove** to remove the escort entry: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j793xetf.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | | | --- | | | | | *Figure 5-60 Remove Escort Entry* - 1. **Edit Importances** Importances do not pertain to alert levels. They are color representations of alert statuses. For example, in the following figure, **Escalation II** and **Escalation** represent an escalated alert status, but the alert level remains the same. An alert status is a value that you identify with an importance, providing you with a visual method for managing alert statuses. The **Edit Importance** tab contains a list of Importances that have been defined by the administrator. The list is arranged by the greatest issue priority to the least. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-67dd6s0a.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-61 Edit Importances* Right-click on an importance entry to perform one of these tasks: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-a94utllp.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-62 Right Click on an Importance to Display Options* - **Add**: Add a new importance; see [***Add an Importance***](/docs/cip-eip-administration-guide#_bookmark67). - **Edit**: Edit an existing importance; see [***Edit an Importance***](/docs/cip-eip-administration-guide#_bookmark68). - **Remove**: Remove a selected importance. - **Move Up**: Move the importance priority up one level. - **Move Down**: Move the importance priority down one level. ***Note*** Issues will only be displayed within the Intelli-Q when Importances have been created. #### Add an Importance Follow these steps to define a new importance. 1. Right-click in the important list area and select **Add**. The **Add Importance Entry** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-7obejwuj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-63 Add Importance Entry* 1. Enter the **Name** of the new importance. 2. Click **Select** to select the **Text** and **Background** colors. These colors will be used in the issue queues to identify the specific issue entries. 1. Click **OK**. #### Edit an Importance Follow these steps to edit an importance. 1. Select an importance entry to edit; then right-click and select **Edit**. The **Edit Importance Entry** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-0hl8kni9.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-64 Edit Importance Entry* 1. Make changes to the importance’s **Name**, **Text**, and/or **Background** colors, as needed. These colors will be used in the issues queues to identify the specific issue entries. 2. Click **OK**. 1. **Edit Escorts** The **Edit Escorts** tab displays the configuration of available escorts. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5lu50yan.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-65 Edit Escorts Tab* #### Escorts Menu Right-click in the **Escorts** list to display a menu with these options: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zqj2ctkp.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-66 Escorts Menu* - **Add**: Select this option to add a new escort: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3syxu034.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-67 Add Escort* - **Edit**: Select this option to change an existing escort’s name: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-yg8z08nn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-68 Change Escort Name* - **Remove**: Select this option to remove an escort from the list. - **Duplicate**: Select this option to duplicate an existing escort under a new name: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-24kyj2kv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-69 Duplicate Escort* - **Manage Alert Levels**: Select this option to select a new alert level and alert option for the escort: - **Merge**: Select this option to merge the issue with other alarms of the same alert level. - **Create New**: Select this option to create a new alarm for the issue. - **Use Default**: Select this option to use the default alert behavior. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-e5d6mydc.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-70 Manage Alert Behavior* #### Legs A leg is a step within the Escort that is processed based on the Escort’s position and the first current alert-level match equal to or greater than the **Alert** level defined in a leg. For example, if your first step 000 identifies the **Alert** level as 3, anything with an alert level of 3, 4, or 5 is processed on this leg. If step 001 has an alert level of 4, it is never processed. Right-click in the **Legs** list to display a menu with these options: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xnzqpjz9.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) Select one of the following options: *Figure 5-71 Legs* - **Add**: Select this option to create a new blank leg in the escort **Legs** list. For more information, see [***Add an Escort Leg***](/docs/cip-eip-administration-guide#_bookmark70). - **Edit**: Select this option to edit an existing leg in the escort **Legs** list. For more information, see ###### [Edit an Escort Leg](/docs/cip-eip-administration-guide#_bookmark71). - **Remove**: Select this option to remove the leg from the list. - **Move Up**: Select this option to push the selected leg up in priority. - **Move Down**: Select this option to pull the selected leg down in priority. #### Add an Escort Leg Follow these steps to add a new escort leg: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xv5iw3ji.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-72 Add Escort Leg* The **Add Escort Leg** window is divided into several main sections. 1. The first section gives the option of filtering an incoming Issue based on its element name as well as the schedule window: - **Element Filter**: If this field is blank, then the filter is ignored. Element names can be defined using plain text, or text mixed with wildcards. For instance, to apply the leg only to Issues whose element names begin with “Trunk” then the Element Filter should display: Trunk*. - **Schedule Window**: If this drop-down contains “—“, then the schedule window filter is ignored. By selecting a schedule window, the Leg will match an Issue only if the selected schedule window is open. 2. The **Current State** section contains further matching properties for the Issue. - **Age**: This series of dials filters the age of the Issue by date admitted or by a status change to “new”. - **Alert**: This drop-down filters the Issue based on its alert level. The alert level of the issue must be greater than or equal to the specified alert level. Select “—“ to ignore the filter. - **Importance**: This drop-down filters an Issue based on its current importance. Select “—“ to ignore the filter. - **Is Assigned**: This drop-down filters an Issue based on whether or not it has been assigned to a specific user. Select “—“ to ignore the filter. - **Is Accepted**: This drop-down filters an Issue based on whether or not an issue has been accepted by a user. Select “—“ to ignore the filter. - **Queue**: This drop-down filters an Issue based on what Queue the Issue currently resides. Select “—“ to ignore the filter. 3. The **New State** section controls how the attributes of the Issue will change if the current Leg matches the Issue. - **Importance**: This drop-down will set a new Importance on an Issue. “—“means to not change the Importance of the Issue. - **Escort**: This drop-down will apply a new Escort to an Issue. “—“ means to not change the Escort of the Issue. - **Queue**: This drop-down will place the Issue into a new Queue. “—“ means to leave the Issue in its current Queue. - **Scripted Action**: This drop-down will apply an associated scripted action. - **Preserve Event**: This check box controls whether or not an Issue will persist in the Intelli-Q system if the severity of the Issue drops back to 0 (No Activity) or 1 (Good). If the box is selected and the Leg matches the Issue, then the Intelli-Q system will require a user to “Close” an issue before it leaves the Intelli-Q system. - **Reset Timer**: This check box controls whether or not the Leg will reset the timer of the Issue. 4. Click **Add**. #### Edit an Escort Leg Follow these steps to edit an existing escort leg: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-a2le89q3.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 5-73 Edit Escort Leg* The **Edit Escort Leg** window is divided into several main sections. 1. The first section gives the option of filtering an incoming Issue based on its element name as well as the schedule window: - **Element Filter**: If this field is blank, then the filter is ignored. Element names can be defined using plain text, or text mixed with wildcards. For instance, to apply the leg only to Issues whose element names begin with “Trunk” then the Element Filter should display: Trunk*. - **Schedule Window**: If this drop-down contains “—“, then the schedule window filter is ignored. By selecting a schedule window, the Leg will match an Issue only if the selected schedule window is open. 2. The **Current State** section contains further matching properties for the Issue. - **Age**: This series of dials filters the age of the Issue by date admitted or by a status change to “new”. - **Alert**: This drop-down filters the Issue based on its alert level. The alert level of the issue must be greater than or equal to the specified alert level. Select “—“ to ignore the filter. - **Importance**: This drop-down filters an Issue based on its current importance. Select “—“ to ignore the filter. - **Is Assigned**: This drop-down filters an Issue based on whether or not it has been assigned to a specific user. Select “—“ to ignore the filter. - **Is Accepted**: This drop-down filters an Issue based on whether or not an issue has been accepted by a user. Select “—“ to ignore the filter. - **Queue**: This drop-down filters an Issue based on what Queue the Issue currently resides. Select “—“ to ignore the filter. 3. The **New State** section controls how the attributes of the Issue will change if the current Leg matches the Issue. - **Importance**: This drop-down will set a new Importance on an Issue. “—“means to not change the Importance of the Issue. - **Escort**: This drop-down will apply a new Escort to an Issue. “—“ means to not change the Escort of the Issue. - **Queue**: This drop-down will place the Issue into a new Queue. “—“ means to leave the Issue in its current Queue. - **Scripted Action**: This drop-down will apply an associated scripted action. - **Preserve Event**: This check box controls whether or not an Issue will persist in the Intelli-Q system if the severity of the Issue drops back to 0 (No Activity) or 1 (Good). If the box is selected and the Leg matches the Issue, then the Intelli-Q system will require a user to “Close” an issue before it leaves the Intelli-Q system. - **Reset Timer**: This check box controls whether or not the Leg will reset the timer of the Issue. 4. Click **Update**. ## Configure Service Window Service Windows are used throughout UCMP at the CIP, EIP and RIG levels. For example, you can configure Service Windows for Service Level Agreements (SLAs). You can configure Service Window exceptions so that, for example, the schedule stops during a specific time when maintenance is occurring on the system. You can also configure a schedule to run certain hours, such as during business hours and on certain days of the week. To access Service Window, navigate to **Configure > Quality Delivery > Service Window**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-uhdayw83.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-1 Configure > Quality Delivery > Service Window* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-lnbb6bwv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)The **Service Window** appears. | | | --- | | | | | | | | | | | *Figure 6-2 Service Window* Use the following tasks to configure Service Windows: ###### [Manage Schedules](/docs/cip-eip-administration-guide#_bookmark73) ###### [Manage Windows](/docs/cip-eip-administration-guide#_bookmark78) ### Manage Schedules The **Schedules** pane contains status details for each new and configured schedule. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ip4ke99f.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-3 Schedules* This section explains how to: ###### [Add a Schedule](/docs/cip-eip-administration-guide#_bookmark74) ###### [Remove a Schedule](/docs/cip-eip-administration-guide#_bookmark75) ###### [Activate/Inactivate a Schedule](/docs/cip-eip-administration-guide#_bookmark76) ###### [Assign Agent(s) to a Schedule](/docs/cip-eip-administration-guide#_bookmark77) #### Add a Schedule Follow these steps to add a new schedule name: 1. From the **Schedules** pane, click **Add**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-mm2444vr.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-4 Add Schedule* The **Add Schedule** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-djv85q3j.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-5 Add Schedule* 1. Enter the name of the new schedule, such as ***24x7***. 2. Click **OK**. #### Remove a Schedule Follow these steps to remove a schedule from the **Schedules** pane: 1. Select a schedule listed in the **Schedules** pane. 2. Click **Remove**. The following message appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-sqc7zv6u.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes** to remove. *Figure 6-6 Add Schedule* #### Activate/Inactivate a Schedule Follow these steps to activate/inactivate a schedule listed in the **Schedules** pane: 1. Select a schedule listed in the **Schedules** pane that shows **off** in the **Status** column. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3ky0icp1.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. To activate, click **Turn On**. *Figure 6-7* The **Status** column changes to **on**, making it active. 1. Select a schedule listed in the **Schedules** pane that shows **on** in the **Status** column. 2. To inactivate, click **Turn Off**. The **Status** column changes to **off**, making it inactive. #### Assign Agent(s) to a Schedule Follow these steps to assign an agent(s) to a schedule: 1. Select a schedule listed in the **Schedules** pane. 2. Clck **Assign Agents**. The **Assign Agents** window appears. 1. Select an agent(s) from the list to assign to the schedule; then click **OK**. ***Note*** *This feature does not apply to CIPs/EIPs. This is a RIG-only feature.* ### Manage Windows The **Windows** pane provides status details for the Service Windows that are configured to be one of the following: ###### [Recurring Windows](/docs/cip-eip-administration-guide#_bookmark79) ###### [Exception Windows](/docs/cip-eip-administration-guide#_bookmark84) ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vgr4hn5a.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-8 Windows* #### Recurring Windows The **Recurring** window is configured to be recurring (ongoing) according to set parameters: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-c4mj6k8y.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-9 Recurring Windows* This section explains how to: ###### [Add a Recurring Window](/docs/cip-eip-administration-guide#_bookmark80) ###### [Edit a Recurring Window](/docs/cip-eip-administration-guide#_bookmark81) ###### [Remove a Recurring Window](/docs/cip-eip-administration-guide#_bookmark82) ###### [Configure Schedule Details Automatically](/docs/cip-eip-administration-guide#_bookmark83) ##### Add a Recurring Window Follow these steps to add a new Recurring Window and schedule: 1. Select a schedule in the **Schedules** pane. 2. From the **Windows** pane, click **Add**. The **Add Window** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-yqm3d7us.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Enter the following information: 2. Click **OK**. *Figure 6-10 Add Window* *Table 6-1 Parameters* | **Parameter** | **Description** | | --- | --- | | **Type** | Select the **Type** as ***Recurring***. The other option is ***Exception***. For more information, see [***Exception***](/docs/cip-eip-administration-guide#_bookmark84) [***Windows***](/docs/cip-eip-administration-guide#_bookmark84). | | **Days of the Week** | Select the days of the week when this Recurring Window will be up and running. | | **Begin Time** | Select the **Hour** of the day and the **Minute** when the Recurring Window will begin running on the selected days. | | **Duration** | Select the duration when the Recurring Window will run in **Hours** and **Minutes**. | ##### Edit a Recurring Window Follow these steps to edit a Recurring Window and schedule: 1. Select a schedule in the **Schedules** pane. 2. Select a **Recurring** window listed in the **Windows** pane. 3. Click **Edit**. The **Edit Window** dialog appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-7gucselw.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-11 Edit Window* 1. Make changes, as needed, to the recurring schedule: - Days of the week when the schedule runs - Begin time of the schedule - Duration of the schedule 2. Click **OK**. The **Recurring** window and schedule are updated with the new changes. ##### Remove a Recurring Window Follow these steps to remove a Recurring window: 1. Select a **Recurring** window listed in the **Windows** pane. 2. Click **Remove**. The following message appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-iv05vh90.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes**. *Figure 6-12 Remove* The **Recurring** window is removed from the **Windows** pane. ##### Configure Schedule Details Automatically Follow these steps to configure schedule details automatically: 1. Select a schedule in the **Schedules** pane. 2. Select a **Recurring** window listed in the **Windows** pane. 3. Click **Schedule Wizard**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-uaqily5d.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-13 Schedule Wizard* The **Schedule Wizard** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-md9rlkhf.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-14 Schedule Wizard* - - You can use the **Schedule Wizard** to configure schedule details automatically rather than manually. This is useful when you need to create numerous schedules. ***Note*** *If the Wizard is creating numerous schedule entries, it might take a while (up to 10 minutes) to populate the information.* - - When setting up a schedule using the **Schedule Wizard**, the Wizard assumes that you are starting the schedule at the **00:00** hour (midnight). If you want the schedule to start at **00:30**, for example, set the **Offset from hour** parameter to ***30***. The Wizard will run at ***00:30*** (or 12:30 am). You can offset this parameter up to 60 minutes. 1. Click **OK**. #### Exception Windows The **Exception** window contains the details of an Exception configured to change a scheduled Recurring window. For example, a Recurring window may be set up to run Monday through Friday at a certain hour. However, on a particular day of each month you might configure an exception in which the Recurring window does not run. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-8z7s6s09.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-15 Exception Window* This section explains how to: ###### [Add an Exception Window](/docs/cip-eip-administration-guide#_bookmark85) ###### [Edit an Exception Window](/docs/cip-eip-administration-guide#_bookmark86) ###### [Remove an Exception Window](/docs/cip-eip-administration-guide#_bookmark87) ##### Add an Exception Window Follow these steps to add an Exception window, which defines an exception to the schedule of a Recurring window: 1. Select a schedule in the **Schedules** pane. 2. From the **Windows** pane, click **Add**. The **Add Window** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-17lcw76n.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-16 Add Window* 1. Enter the following information to create an Exception schedule: | **Parameter** | **Description** | | --- | --- | | **Type** | Select the **Type** as ***Exception***. The other option is ***Recurring***. For more information, see [***Recurring***](/docs/cip-eip-administration-guide#_bookmark79) [***Windows***](/docs/cip-eip-administration-guide#_bookmark79). | | **Start Date/Close Date/Time** | Select the **Start Date** and **Time** and the **Close Date** and **Time** of the Exception schedule. | | **Days of the Week** | Select the day(s) of the week when the Exception schedule runs. | | **Begin Time** | Select the **Hour** of the day and the **Minute** when the Exception schedule begins running on the selected day(s). | | **Duration** | Select the duration of the Exception schedule in **Hours** and **Minutes**. | *Table 6-2 Parameters* ***Note*** *In order for an Exception to run, the Exception schedule must be open and you must fill out the information in the* ***Start Date/Close Date*** *and* ***Days of Week****. For example, if you want to schedule an Exception every Saturday, be sure to set the Exception end date to a future date. Once this future date is reached, the Exception no longer occurs. You would still need to select Saturday and set the* ***Begin Time*** *and* ***Duration*** *on Saturday in order for that Exception to occur each week.* ***Start Date/Close Date*** *determine how long the Exception schedule continues.* ***Days of the Week*** *determine on which day(s) the Exception schedule runs.* 1. Click **OK**. The new **Exception** Window appears in the **Windows** pane. ##### Edit an Exception Window Follow these steps to edit an Exception schedule: 1. Select a schedule in the **Schedules** pane. 2. Select an **Exception** window listed in the **Windows** pane. 3. Click **Edit**. The **Edit Window** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-p272of90.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 6-17 Edit Window* 1. Make changes, as needed, to the Exception schedule. 2. Click **OK**. The **Exception** schedule is updated with the new changes. ##### Remove an Exception Window Follow these steps to remove an Exception schedule: 1. Select a schedule in the **Schedules** pane. 2. Select an **Exception** window listed in the **Windows** pane. 3. Click **Remove**. The following message appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-22h4pmbd.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes**. *Figure 6-18 Remove* The **Exception** window/schedule is removed from the **Windows** pane. ## File Manager File Manager is most often used on a Remote Intelligence Gateway (RIG) and Enterprise Intelligence Platform (EIP) level to complete file transfers, software upgrades, and/or release management at a client premise. File Manager is also available at the CIP level to stage upgrades for Farm and Wayside servers. ***Note*** *Upgrades to Farm and Wayside servers are generally completed by Nectar.* This section discusses the following: ###### [File Manager Overview](/docs/cip-eip-administration-guide#_bookmark89) ###### [File Manager Features](/docs/cip-eip-administration-guide#_bookmark90) ###### [Move Files and Directories](/docs/cip-eip-administration-guide#_bookmark91) ### File Manager Overview To access File Manager, navigate to **CIP > File Manager**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-lcbmqc9i.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-1 CIP > File Manager* File Manager allows you to copy files from your local host to a target RIG. Service Providers can use it to place update files for release management at the client premise in a service directory directly on the RIG. The RIG can later be used as an FTP, TFTP, or UNC source for locally distributing the file at the client premise or within the client WAN. You can also use File Transfer to send ISO images to RIGs that are equipped with DVD burners. This is useful when local hands require software for servicing the client that might be missing or lost at the client premise. Note that the length of transfer will differ from client to client based on the bandwidth available to the on-premise RIG that has access to the Internet. The **File Manager** provides directory access to the RIG, where you can: - Upload files from your local file system to the RIG. - Download files from the RIG to your local computer. ### File Manager Features This section introduces you to a few key File Manager features: #### Local/Remote File System File Manager contains two panels: - **Local File System** - Displays your local computer’s directory structure. - **Remote File System** - Displays your remote RIG’s directory structure. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j19hyi2d.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-2 Local/Remote File System* #### Home Link The **Home** link appears in the **Local** and **Remote File System** panels. - In the **Local File System** panel, the **Home** link displays the directory structure that the client recognizes as your **Users/**. - In the **Remote File System**, the **Home** link displays the RIG installation directory structure. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-02msbyuu.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-3 Home Link* #### File Manager Icons File Manager contains several icons on each directory structure menu that are useful: - The **<** icon allows you navigate backward through the history of where you have been in the session. - The **>** icon allows you to navigate forward through the history of where you have been in the session. - The **^** icon takes you up one level in the directory structure. - The **Refresh** icon refreshes the contents in the directory structure. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-pboroybv.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-4 File Manager Icons* #### Drives A vertically stacked list of drives that are found on the Local/Remote File Systems are displayed in the left-hand portion of the File Manager panels. - For a Windows environment, one or more drive icons will exist. - For a Linux environment, there should only be one drive, which will contain a forward slash (/), signifying root. If you click on a drive, the contents of that panel are updated with a couple of caveats: - If you have already navigated to a location on that drive during the current session, the contents of that location are displayed. - If you have not navigated to a location on that drive during the current session, then the root contents for that drive are displayed. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-nghxlfw8.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-5 Drives* #### Breadcrumb Paths Directory breadcrumb paths exist below the **Local File System** and **Remote File System** titles. Each breadcrumb is a live link to the actual directory/drive, except for the last breadcrumb. This is the actual directory you are currently viewing. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-2tzysbx7.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-6 Breadcrumb Paths* When you click on the arrows (**>**) between the breadcrumbs, a pop-up window appears, which contains a list of directories to the left of the arrow. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-z7z223az.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-7 Breadcrumb Arrow (>) Menu of Directories* ### Move Files and Directories This section explains how to upload and download files between your local and remote file systems. #### Select Files and Directories File Manager allows you to select multiple files and directories by holding down the **CTRL** key and clicking on the desired files/directories. You can also use common keyboard shortcuts to **Select All** and **Deselect All** selections. #### Drag and Drop Files and Directories File Manager allows you to use standard a standard “drag-and-drop” feature to move files between panels. ***Note*** *You can drag-and-drop files/directories from a Windows Explorer window to the* ***Remote File System*** *panel, not vice versa.* #### Upload Files/Directories from Local File System to Remote File System To upload files/directories from your Local File System to the Remote File System: 1. Select the drive/directory location in the **Local File System** panel containing the files/ directories you will upload to the **Remote File System**. 2. Select the files/directories you will upload. 3. Right-click on the files/directories and select **Upload**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3kwmjvnj.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-8 Upload File from Local File System* 1. The **Upload Files** window appears, where you have these additional selection options: - Check boxes are located to the left of each selected file/directory. You can deselect/ select these if you change your mind about which files to upload. - The **Deselect All/Select All** toggle button can be used to select/deselect all files/ directories. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-akpnu5gv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-9 Upload Files* 1. Click the **Upload** button to begin the upload process. 2. A **File Transfer Status** window appears with the following information: - The top progress bar shows the upload progress for all selected files/directories. The **Cancel** icon to the right of this bar allows you to cancel the entire upload. - - The bottom progress bar shows the progress of the file currently being transferred with an estimated time until completion. ***Note*** *If only a single file is being transferred, then only one progress bar (the bottom bar) appears.* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-etfbak5k.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-10 File Transfer Status* #### Download Files/Directories from Remote File System to Local File System To download files/directories from your Remote File System to the Local File System: 1. Select the drive/directory location in the **Remote File System** panel containing the files/ directories you will download to the **Local File System**. 2. Select the files/directories you will download. 3. Right-click on the files/directories and select **Download**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-0tyr3m77.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-11 Download File from Remote File System* 1. The **Download Files** window appears, where you have an additional selection option. - The **Deselect All/Select All** toggle button can be used to select/deselect all files/ directories. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-kj62uri6.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-12 Download Files* 1. Click the **Download** button to begin the download process. 2. A **File Transfer Status** window appears with the following information: - The top progress bar shows the download progress for all selected files/directories. The **Cancel** icon to the right of this bar allows you to cancel the entire download. - - The bottom progress bar shows the progress of the file currently being transferred with an estimated time until completion. ***Note*** *If only a single file is being transferred, then only one progress bar (the bottom bar) appears.* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-28eowhs5.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 7-13 File Transfer Status* ## CIP/EIP Administration This section discusses the following: ###### [Log Tails](/docs/cip-eip-administration-guide#_bookmark93) ###### [Maritime Terminal](/docs/cip-eip-administration-guide#_bookmark94) ###### [Satellites](/docs/cip-eip-administration-guide#_bookmark95) ###### [Wayside/Farm Servers](/docs/cip-eip-administration-guide#_bookmark96) ###### [Configure an SMTP Server on a CIP](/docs/cip-eip-administration-guide#_bookmark97) ### Log Tails The **Log Tails** function allows you to view logs in a certain log file. You can also select certain logs (or all logs displayed) and copy them to a clipboard for other use. 1. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-4p1sjor0.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)Navigate to **CIP > Admin > Log Tails**. | | | --- | | | | | | | | | | | | | | *Figure 8-1 CIP > Admin > Log Tails* The **Log Tails** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-d0ttijn2.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-2 Log Tails* 1. In the **Log Tails** window, perform any of the following; - Use the **Log File** drop-down menu to select the log file from which you want to view logs. This will populate the pane below. - Select one or more logs by using the **CTRL** key or use **Select All** to select all of the logs. - Click **Copy** to copy the selected logs. - Paste the logs in a tool, such as Notepad as needed. ### Maritime Terminal The **Maritime Terminal** function is a command line interpreter for the RIG software and it is reserved for advanced and support-related functions. This function establishes communication directly with the governing software system of the remote RIG system, or better known as the CLI (Command Line Interface). It is recommended that you *do not* leverage the Maritime Terminal except when VKMs require specific commands must be run from the CLI. ***Note*** *There is a separate reference guide for Maritime commands. Please refer to that manual for Maritime commands.* 1. Navigate to **CIP > Admin > Maritime Terminal**. | | | --- | | | | | | | | | | | | ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ucdlti16.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)*Figure 8-3 CIP > Admin > Maritime Terminal* 1. The **Telnet Martime Terminal** window appears: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-pn42ojrh.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-4 Maritime Terminal* This is a command line interpreter for the CIP software and it is reserved for advanced and support-related functions. This function establishes communication directly with the governing software system of the remote CIP system, or better known as the CLI (Command Line Interface). It is recommended that you *do not* leverage the Maritime Terminal on a CIP except for wayside and farm status-related activities. The most common Maritime commands used with CIP include: | **Command** | **Function** | | --- | --- | | version | Displays the version of the server | | wayside view | Displays the CIP status | | wayside replicationStatus | Displays CIP data replication status | | tools memprofile | Displays memory usage and number of CPUs on the server | ### Satellites On a CIP, satellites are Nectar Enterprise Intelligence Platforms (EIPs) and Remote Intelligence Gateways (RIGs). This section explains how to manage satellites. #### View Satellites Follow these steps to view all of the available satellites (RIGs) that you can connect to from your CIP: 1. Navigate to **Tools > Satellites**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-9c3x8pgf.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-5 Tools > Satellites* A list of satellite folders appears in the **Satellites** pane: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ase2wekt.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-6 Satellite Folders* 1. You can use the pane(s) to the right to further drill-down within the folder hierarchy to locate a particular satellite: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-t0gpvbyl.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-7 Satellites* 1. Double-click on an individual satellite to view a current list of events related to that satellite. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-t21hg94j.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-8 Satellite Events* #### Enable Satellites Enabling a satellite enables alarms to be sent to Intelli-Q (discussed in [***Intelli-Q***](/docs/cip-eip-administration-guide#_bookmark42)). Follow these steps to enable a satellite: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-duvyixyh.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-9 Configure > Distributed* 1. In the **Satellites** pane, select a satellite and click **Enable**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-04rumnxu.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-10 Enable Satellite* #### Disable Satellites Disabling a satellite prevents alarms from being sent to Intelli-Q (discussed in [***Intelli-Q***](/docs/cip-eip-administration-guide#_bookmark42)). To disable a satellite: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-nujsxluv.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-11 Configure > Distributed* 1. In the **Satellites** pane, select a satellite and click **Disable**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-t5soh2y2.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-12 Disable Satellite* #### Set Satellite Nicknames You can easily assign a nickname to a satellite: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-bmjkx8xm.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-13 Configure > Distributed* 1. In the **Satellites** pane, select a satellite and click **Edit**. The **Edit Satellite** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-zaiw8cfc.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-14 Edit Satellite* 1. Enter a name in the **Nickname** field and click **OK**. The nickname you entered appears in the **Nickname** column: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ipmx60fz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-15 Nickname Column* #### Add a Satellite to an Organization To add a satellite to an organization: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-ae6hwubz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-16 Configure > Distributed* 1. In the **Satellites** pane, select a satellite and click **Edit**. The **Edit Satellite** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-dgc57390.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-17 Edit Satellite* 1. In the **Organization** field, enter an organization for this satellite and click **OK**. By default, satellites are assigned to the **root** organization. #### Remove a Satellite Follow these steps to remove a satellite from your CIP: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vxsz529l.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-18 Configure > Distributed* 1. In the **Satellites** pane, right-click on a satellite that you want to remove and select **Remove** (or select the **Remove** button beneath **Satellites**). ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xcohlvnp.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-19 Remove Satellite* The satellite is immediately removed. #### Advanced Satellite Options This section outlines advanced satellite options: 1. Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-e4epchhl.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-20 Configure > Distributed* 1. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-b6xwe68o.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)Right-click on a satellite in the **Satellites** pane and select **Advanced** to display the following advanced options: | | | --- | | | | | | | | | | | | *Figure 8-21 Advanced Satellite Options* - - **Kill Connection** - Select this to issue a “mother killSatellite” command on the selected satellite. The connection between the CIP and RIG is killed. - **Reset Checkpoint Number** - Select this to issue a “mother resetCheckpoint” command to reset the checkpoint db field to 0 in the “satelliteStatus” table. This is used in the mother module to enforce the order in which events are processed. - **Turn Proxy On/Off** - Select this to turn the satellite’s proxy on/off This calls “mother setProxyState” on the CIP to toggle whether or not the CIP should go through a proxy when talking to the selected RIG. The table is satelliteStatus and the db field is proxied. This is used by the “mother getSatelliteList” which returns the names of satellites that have proxied = true. This feature is related to the Wayside server. - - **ComStruc Commands** - Select this to execute ComStruc commands for this satellite in a “shell” without opening a Maritime Terminal. #### Using the Activation Wizard to Activate New Satellites Using the Activation Wizard, you can activate new satellites: 1. Navigate to **Tools > Activation Wizard**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-bepxg1wg.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-22 Activation Wizard* A list of RIGs that are attached to the CIP appears. This list is filtered on whether or not the CIP satellite has been enabled. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-dwxvfeov.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-23 Activation Wizard* 1. Select the **Show new servers** radio button. 2. Select a RIG to activate; then click **Next** in the bottom-right corner of your window. 3. Select one of these options; then click **Next**: - **Place in new group**: Select this to place the satellite in a new group. Enter the group name in the provided field. - **Place in current**: Select this to place the satellite in an existing group. Select a group in the list of existing groups to the right. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-a31ge42y.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-24 Activation Wizard* 1. Click the **Authorize** button, which allows you to collect satellite events. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-59rcrr3y.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-25 Activation Wizard* 1. Click **Next**. 2. Select a **Local Area Connection** in the top-left of the window to view IP address details. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-y9v72q6d.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-26 Activation Wizard* 1. Click **Edit** to edit the connection details. After completing your edits, click **Next**. 2. After clicking Edit, you can edit the following connection IP addresses; then click **Apply**: ###### IP address ###### Subnet ###### Gateway ###### Server 1 ###### Server 2 ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-gz6g3sjx.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-27 Edit Connection* 1. After editing the connections, you are prompted to enter your license server **Username** and **Password**. Click **Login**; then click **Next**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-mh4vjvrh.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-28 Login to License Server* The Activation Wizard is complete at this point. If you want to activate another satellite, click ###### Start Over. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-a30g4pmq.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-29 Activation Complete* ### Wayside/Farm Servers ***Note*** These features are rarely used for CIPs. They are only used in large EIP deployments. To view Wayside/Farm server details, navigate to **Configure** > **Wayside**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-h9odmkwo.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-30 Configure > Wayside* The **Wayside** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-otljplq7.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-31 Wayside* #### Manage Cluster Routes In the **Cluster Routes** pane, you can view a list of RIG cluster routes and their associated: - Server - Endpoint - Rate In - Rate Out - Request Count ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-vqu7uv4s.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-32 Cluster Routes* Select a cluster route and click one of the following: - **Run Command** - Select this to execute ComStruc commands for this cluster route in a “shell” without opening a Maritime Terminal. - **Reset Endpoint** - Select this to perform a “wayside channel kill” on the selected server. - **Restart Endpoint** - Select this to perform a “wayside tools restart” on the selected server. - **Redirect Endpoint** - Select this to change the farm server to which the selected endpoint is pointing. #### Manage Farm Servers In the right **Farm Servers** pane, you can view a list of farms, which farm clusters that report to Wayside Servers: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-spiatnwh.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-33 Farm Servers* The **Farm Servers** pane contains these details: - **Name**: Farm server name: - **Farm 1** server usually reports to the Wayside 1 Server. - **Farm 2** server usually reports to the Wayside 2 Server. ***Note*** You can add as many Farm servers as needed. One of the Wayside Servers will act as primary, while the other acts as backup. For example, assume Wayside 1 Server is primary and Wayside 2 Server is secondary when CIP is started the first time. If Wayside 1 Server stops processing requests from clients and satellites, then Wayside 2 Server will detect that and take over to become a primary. It will then restart Wayside 1 Server as the backup. - **Server**: Server IP address - **Port**: Server port number - **External Address**: Server’s external IP address - **Load**: Farm server’s current client and RIG (Satellite) connection load number - **Viable**: Indicates whether or not the Farm server is up and running and ready for client and RIG (Satellite) connections. Select a Farm Server; then select one of the following: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-wla9yj7d.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-34 Farm Servers* - **Remove**: Select this option to remove the farm from the Wayside Server. The Wayside Server will not be able to see the farm, if this is selected. - **Run Command**: Farms serve various requests, such as ComStruc commands, from clients to RIGS. These request commands can be run from here to perform a health check on the farms or to collect specific data. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3vvdqj0m.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-35 Run ComStruc Command* - **Connect to Farm:** Select this option to display the Current Events of CIP satellites. This is similar to connecting to Satellites by navigating to **Dashboards** > **Satellites**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-5y86ursn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-36 Satellite Current Events* ### Configure an SMTP Server on a CIP Follow these steps to configure the email server details on a CIP: 1. Navigate to **Configure > Report Manager**. The **Configure Report Manager - General** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-z1er9aax.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Enter the following details: *Figure 8-37 General Tab* | **Field** | **Description** | | --- | --- | | **Customer Name** | Enter a name that will appear on reports, such as your company name or company group. | | **Customer Logo** | Upload a company or group logo to appear on the reports. | | **Partner Logo** | Upload a partner logo to appear on the reports. | | **Email Server:** | | **Server** | Enter the email server domain, such as ***smtp.sendgrid.com***. | | **Protocol** | Select a server protocol, such as **SMTP**. | | **Port** | Enter the server port using the up/down arrows; default value is ***25***. | | **Username/Password** | Enter the email server credentials to access the server. | | **From Address** | Enter the email address that will be presented on the report as the address from which the report was sent. | *Table 8-1 General Tab* | **Field** | **Description** | | --- | --- | | **From Name** | Enter a name that will appear on the report as the name from which the report was sent. This can be your name, a company name, an email address, etc. | | **Content Order** | Select the content that you want to appear first (or only) on the report. Your choices include: - **Events First** - **Events Only** - **Dependency Tree First** - **Dependency Tree Only** | 1. Click one of the following buttons: *Table 8-1 General Tab* - - **Send Test Email** - Click this option to open the following **Send Test Email** dialog where you can enter the receiving email address to make sure everything is set up correctly and the email is sent out correctly. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xt5jeuwn.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 8-38 Send Test Email* - - **Reset** - Click this option to reset all parameters to reconfigure the information. - **Apply** - Click this to save and apply your changes. You should receive an email from the CIP. ## Distributed Management Distributed Management allows administrators with root privileges to view and maintain the **Location** pane view for the root organization. ***Note*** *For more information on assigning the root privilege to users, see* [***Security***](/docs/cip-eip-administration-guide#_bookmark27) [***Administration***](/docs/cip-eip-administration-guide#_bookmark27)*.* This section provides the following: ###### [Overview](/docs/cip-eip-administration-guide#_bookmark99) ###### [Manage Folders and Elements](/docs/cip-eip-administration-guide#_bookmark100) ### Overview Navigate to **Configure > Distributed**: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-yq5oexqj.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The **Distributed** window appears. *Figure 9-1 Configure > Distributed* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-qi94hnsk.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-2 View Distributed RIGs* The **Distributed** panes correlate directly with what is viewed in the **Location** pane to the left. Administrators with root privileges can drill down to see the distributed architecture of RIGs within your entire organization. In the next figure, you can see the **Documentation** Folder and the Elements (RIGs) that are also displayed in the **Location** pane. ### Manage Folders and Elements You can use folders to organize the elements in your infrastructure. Folders are containers that contain elements, while an element can be an EIP, RIG, and/or Perspective Agent. Within the **Distributed** pane, you can create as many sub-folders and elements as you need. The **Location** pane to the left updates as you make changes in the **Distributed** pane. This section explains how to: ###### [Create a Folder](/docs/cip-eip-administration-guide#_bookmark102) ###### [Add an Element](/docs/cip-eip-administration-guide#_bookmark103) ###### [Remove a Folder or Element](/docs/cip-eip-administration-guide#_bookmark104) #### Create a Folder Follow these steps to create a folder: 1. Navigate to **Configure > Distributed**. The **Distributed** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-v5s7ayh4.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-3 Distributed* 1. Right-click within the top left pane and select **Add > Folder**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-93hgp6dk.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The **Add Folder** window appears. *Figure 9-4 Add > Folder* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-7lhip9hq.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-5 Add Folder* 1. Enter a name for the folder; then click **OK**. The new folder now appears in the top left pane of the **Distributed** window. ***Note*** *If you want to create a folder within a folder, highlight a folder in the top left pane; then right-click and select* ***Add > Folder****.* *When the* ***Add Folder*** *window appears, enter the name of the new folder; then click* ***OK****.* 1. Repeat this process, as needed, to add as many folders as you want. #### Add an Element Follow these steps to add a new element: 1. Navigate to **Configure > Distributed**. The **Distributed** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j0jgspb8.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-6 Distributed* 1. Right-click within the top left pane and select **Add > Element**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-cb4tv77o.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-7 Add > Element* The **Add Element** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-v9xxoqji.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Perform ***one*** of the following: *Figure 9-8 Add Element* - - Enter the name of the element you want to add in the **Name** field. - Use the **Filter** field to narrow down the list of available elements by entering a partial name. The list is filtered by your entry. When you locate the element, select it. 1. Click **OK**. ***Note*** *You can also add a new element to an existing folder. Select a folder in the top left pane; then right-click and select* ***Add > Element****.* *When the* ***Add Element*** *window appears, enter the name of the element you want to add; then click* ***OK****.* 1. Repeat this process, as needed, to add as many elements as you want. #### Remove a Folder or Element Follow these steps to remove a folder or element: 1. Navigate to **Configure > Distributed**. The **Distributed** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-cx07414b.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 9-9 Distributed* 1. Select the folder or element you want to remove in the top left pane. 2. Right-click and select **Remove**. | | | --- | | | | | *Figure 9-10 Remove* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-2ljv0tok.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) The following window appears: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-hlezcx2p.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **Yes** to remove. ## Dependency Trees This section discusses the following: ###### [Overview](/docs/cip-eip-administration-guide#_bookmark107) ###### [Create Dependency/Organization Trees](/docs/cip-eip-administration-guide#_bookmark108) ###### [Add Nodes/RIGs as Dependency Trees](/docs/cip-eip-administration-guide#_bookmark109) ###### [Add Users to Organizations](/docs/cip-eip-administration-guide#_bookmark110) ### Overview ***Note*** *In this section, the terms “Dependency Tree” and “Organization” may be used interchangeably.* Using Dependency Trees, administrators can create organizations and assign RIGs to these organizations. They can control which users within these organizations can view certain RIGs. Dependency Trees represent organizations while their nodes represent the RIGs that are available to users within that organization. For example, assume your company has three organizations - AMERICAS, EMEA, and APAC. You want to give users within each organization visual access to certain RIGs. You will need to set up three Dependency Trees. You will give users within each organization (Dependency Tree) access and permissions to certain RIGs. As a result, users within the AMERICAS organization would only see the AMERICAS Dependency Tree (and those RIGs assigned to it) in the **Location** pane when they login to their CIP. Administrators manage user assignment to Dependency Trees (organizations) in user permissions. For more information, see [***Security Administration***](/docs/cip-eip-administration-guide#_bookmark27). ***Note*** *A user with Root permissions will see all RIGs in the* ***Location*** *pane when they login to the CIP.* To get started: 1. Navigate to **Configure > Dependency Tree**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-t8ry3via.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-1 Configure > Dependency Tree* ### Create Dependency/Organization Trees You can create dependency/organization Trees that represent your organization. Here, we will create the AMERICAS dependency tree. Those users assigned to the **AMERICAS** organization will see only those RIGS added to this dependency tree in the **Location** pane. 1. Click anywhere in the **Name** pane; then click **Add** to add a new dependency tree. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-x7ec4vdl.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-2 Tree Name > Add* The **Add Dependency Tree** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-jzo5mc2p.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-3 Add Dependency Tree* 1. In the **Name** field, enter the name of the new dependency tree that will represent your organization, in this case, ***AMERICASDistributedManagement***. ***Note*** *The use of the suffix,* ***DistributedManagement****, is how the system determines that the dependency tree is an organization tree as opposed to a normal Dependency Tree.* 1. Click **Enabled** to enable the new dependency tree. 2. Select **Normal** using the drop-down as the **Event Type**. Other options are **Quiet** and **Local**. 3. Click **OK**. The new dependency tree appears in the **Name** pane. If you cannot find it, enter a search value, such as **AMERICAS** to locate it. ### Add Nodes/RIGs as Dependency Trees Follow these steps to begin adding nodes that represent the RIGs to a dependency tree: 1. In the **Name** pane, double-click the dependency tree that you just created. A node representing the dependency tree appears in the right pane: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-3kb4zlq7.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-4 Double-Click on Dependency Tree* 1. Right-click on the **AMERICASDistributedManagement** node and select **Add** to add a RIG to this dependency tree. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6ht7z37b.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-5 Add* The **Add Node** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-r4imz5r6.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 10-6 Add Node* 1. Enter the following details pertaining to the RIG that you are adding to this dependency tree (organization): | **Parameter** | **Description** | | --- | --- | | **Node Name** | Enter the name of the organization, such as ***AMERICASDistributedManagement***. | | **Filter** | Enter a portion of the RIG name that you are adding to filter through the many different RIGs that are listed. | | **Description** | This field is not required for CIP/EIP dependency trees. | | **Service Type** | This field is not required for CIP/EIP dependency trees. | | **Message On Change** | This field is not required for CIP/EIP dependency trees. | | **Propagate to Ranch** | This field is not required for CIP/EIP dependency trees. | | **Function** | This field is not required for CIP/EIP dependency trees. | 1. Click **OK**. *Table 10-1 Parameters* 1. Repeat this procedure to add additional nodes (RIGs) to the organization. ### Add Users to Organizations When you have finished adding nodes (RIGs) to your dependency tree (organization), you can then assign users to the organization using the **Organization** field in the **Add User** dialog discussed in [***Security Administration***](/docs/cip-eip-administration-guide#_bookmark27). ## Remote Software Upgrade This tool allows you to remotely download the Nectar Installer. You can then schedule to upload the Installer and schedule and upgrade an element (EIP, RIG, and/or Perspective Agent). ***Note*** *For Release 8.7, it is not possible to use Remote Software Upgrade on a Linux platform to upgrade from an earlier version until the RIG is upgraded to 8.7.* This section explains how to: ###### [Download Installer](/docs/cip-eip-administration-guide#_bookmark115) ###### [Schedule an Upload](/docs/cip-eip-administration-guide#_bookmark116) ###### [Schedule an Upgrade](/docs/cip-eip-administration-guide#_bookmark117) ###### [View History](/docs/cip-eip-administration-guide#_bookmark118) ###### [Troubleshoot Issues](/docs/cip-eip-administration-guide#_bookmark119) ### Overview When you navigate to **Tools > Software Upgrade**, the **Software Upgrade** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-tecpkh19.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-1 Software Upgrade* The **Software Upgrade** window is divided into three panes (see [***Figure 11-1***](/docs/cip-eip-administration-guide#_bookmark113)): | **Pane** | **Description** | | --- | --- | | **1** | - Located at the top of the window. - Contains a list of the folders and elements that directly correlate to the contents of the **Location** pane, which also determines the organization of this pane. To add (or remove) a folder or element to this pane, see [***Manage Folders and Elements***](/docs/cip-eip-administration-guide#_bookmark101). - Select a folder(s) and/or an element in this pane to activate the tabs in the lower pane (**2**). - The selected folder(s) or element(s) determine the element(s) that will appear in the lower pane (**2**) under the **Satellites** tab. ***Note:*** *To see the proper list of what can be selected and upgraded, the user must be logged directly into the CIP/EIP that is being used to perform the upgrade. Otherwise, the elements in the Location pane (which is configured in* ***Configure > Distributed****) will not match what is in the software upgrade list of systems/folders.* | | **2** | - Located in the bottom half of the window. - Activated when a folder or element is selected in the top pane (**1**). - Element(s) that appear in this pane are associated with the folder(s)/element(s) selected in the top pane (**1**). - Tabs in this pane are described in [***Table 11-2***](/docs/cip-eip-administration-guide#_bookmark114). | | **3** | When you select an element in the bottom pane (**2**) of the **Satellites** or **Completed** tab, the history can be viewed (see [***View History***](/docs/cip-eip-administration-guide#_bookmark118)). | *Table 11-1 Panes* The following [***Table 11-2***](/docs/cip-eip-administration-guide#_bookmark114) describes the tabs that are enabled in the bottom pane (**2**). | **Tab** | **Description** | | --- | --- | | **Satellites** | - View the primary online element(s) in the **Satellites** pane. These appear when a folder(s) or element(s) is selected in the top pane of the window. - Select an element from this pane to schedule an upload and/or upgrade. Only one upload or upgrade can be scheduled for a given element. - Select an element and view the past 30 days of scheduled upload/ upgrade history in the **History** pane to the right. ***Note:*** *The* ***Satellites*** *tab only displays elements that are online. When you navigate to* ***Configure > Distributed****, it shows elements that are both offline and online.* | *Table 11-2 Tab Descriptions* | **Tab** | **Description** | | --- | --- | | **Uploads** | - View the element(s) that are scheduled for upload or currently uploading (running). - The listed element(s) are associated with the folder(s) or element(s) selected in the top pane (**1**) of the window. - You can edit (or remove) a scheduled upload. ***Note:*** *You cannot edit or remove an upload that has already started running. If you attempt to remove, the following message appears:* *Click* ***OK****.* | | **Upgrades** | - View the element(s) that are scheduled for upgrade or currently upgrading. - The listed element(s) are associated with the folder(s) or element(s) selected in the top pane (**1**) of the window. - You can edit (or remove) the upgrade version, schedule, service, override, and database mode of a scheduled upgrade. ***Note:*** *You cannot edit or remove an upgrade that has already started running. If you attempt to remove, the following message appears:* | | **Completed** | - View all completed uploads/upgrades for a specified time range. - Time range values include: - **1**, **2**, **3**, **4**, **5**, **6**, or **7 days** - **2**, **3**, **4**, or **5 weeks** **- All** - The element(s) are associated with the folder(s) selected in the top pane (**1**) of the window. - Select an element and view the past 30 days of completed upload/ upgrade history in the **History** pane to the right. ***Note:*** *The* ***Status*** *column provides a status for the upload/upgrade.* | | **Download Installer** | - Provides the ability to download the Installer using a distribution URL, username, and password. - Downloaded Installer is copied to a CIP folder called **installer** in the **Wayside** folder. - For more information, see [***Download Installer***](/docs/cip-eip-administration-guide#_bookmark115). | *Table 11-2 Tab Descriptions* ### Download Installer Follow these steps to remotely download the Installer from NSoftware: 1. Navigate to **Tools > Software Upgrade**. The **Software Upgrade** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-07xrkz5x.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-2 Software Upgrade* Notice that the **Download Installer** is enabled in the bottom pane. 1. When you click **Download Installer**, the following fields appear. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-kcdzw75x.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Enter the following information: 2. Click **Download**. *Figure 11-3 Download Installer* *Table 11-3 Login* | **Parameter** | **Description** | | --- | --- | | **Distribution URL** | Enter your Nectar nSoftware URL used to access Nectar software releases, including the release number. For example: [**http://nsoftware.nectarvoip.com/NectarInternal/Private/**](http://nsoftware.nectarvoip.com/NectarInternal/Private/) **/UCF/** ***Note:*** *If you do not enter the filename, the installer will download both the Windows and Linux executables.* | | **Username** | Enter your Nectar Username. | | **Password** | Enter your Nectar Password. | The ***Downloading*** message appears. When the download is completed, the following status window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-jhfkelu8.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) 1. Click **OK**. *Figure 11-4 Download Successful* ### Schedule an Upload After you remotely download the Installer, follow these steps to select an element(s) and schedule an Upload: 1. Select an element in the **Satellites** pane. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-b69knsfs.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-5 Element* ***Note*** *The element(s) that appear in the* ***Satellites*** *pane (****2****) are associated with the folder(s)/element(s) selected in the top pane (****1****) of the window.* *You can also use the* ***Shift*** *or* ***Ctrl*** *key to select multiple elements in the lower pane (****2****) to upload at the same time.* 1. Click **Schedule Upload**. ***Note*** *If a RIG is reporting to multiple CIPs and an upload is performed on the RIG at the same time from two different locations, then one upload completes without error. The other upload will fail or time out.* *Make sure only one upload is performed at a time.* The **Add Upload Schedule** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-uv9fag7l.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-6 Add Upload Schedule* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-6mdnsaet.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ***Note*** *If you select an element (EIP, RIG, or Perspective Agent) to upload that is running with a release that is prior to v6.2, the following message appears:* *Click* ***Yes*** *to proceed with uploading other elements. Click* ***No*** *to terminate the upload process.* 1. Select the **Release Version** of the Installer you want to upload using the drop-down. ***Note*** *The version should be the Installer you downloaded in* [***Download Installer***](/docs/cip-eip-administration-guide#_bookmark115)*.* 1. Specify when you want to upload the Installer using the drop-down. ***Note*** *You can specify* ***Immediate*** *for the upload or select a custom schedule of when you want to execute the upload.* *For more information on creating a schedule, see* ***RIG Administration Guide****.* 1. Click **OK**. 2. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-j22vueoi.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)To view the scheduled or running upload, click the **Uploads** tab. | | | | | --- | --- | --- | | | | | | | | *Figure 11-7 Uploads Tab* 1. To view the completed uploads, click the **Completed** tab. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-wo8ed79j.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-8 Completed Upload* 1. If you click on an entry, you can view all of the history for that system in the pane to the right (see [***View History***](/docs/cip-eip-administration-guide#_bookmark118)). ### Schedule an Upgrade Follow these steps to schedule an upgrade: 1. Select an element(s) in the **Satellites** pane. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-be85ewdd.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-9 Element* ***Note*** *The element(s) (EIP, RIG, and/or Perspective Agent) that appear in the* ***Satellites*** *pane (****1****) are associated with the folder(s)/element(s) selected in the top pane* *(****2****) of the window.* *You can also use the* ***Shift*** *or* ***Ctrl*** *key to select multiple elements in the lower pane (****2****) to upgrade at the same time.* 1. Click **Schedule Upgrade**. ***Note*** *If a RIG is reporting to multiple CIPs and an upgrade is performed on the RIG at the same time from two different locations, then one upgrade completes without error. The other upgrade will fail or time out.* *Make sure only one upgrade is performed at a time.* ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-s7qfkkwt.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ***Note*** *If the following message appears while you are attempting to schedule an upgrade, it is highly recommended that you click* ***No*** *and ensure the system(s) to be upgraded have their backup RIG(s) running.* *Click* ***Yes*** *to proceed. However, if a problem occurs during the upgrade, the system(s) without a running backup may stop reporting home.* The **Add Upgrade Schedule** window appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-1kc7598b.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-10 Add Upgrade Schedule* 1. Select the **Release Version** of the upgrade using the drop-down. 2. Specify when you want to upgrade using the drop-down. ***Note*** *You can specify* ***Immediate*** *for the upgrade or select a custom schedule of when you want to execute the upgrade.* *For more information on creating a schedule, see* ***RIG Administration Guide****.* 1. Specify the service to be upgraded: ###### Main ###### Backup 1. Select the appropriate override, as needed: | **Option** | **Description** | | --- | --- | | **Version** | Overrides the current version to upgrade to the Installer version. | | **Memory** | Overrides the current memory. | | **Cisco Upgrade** | Allows the upgrade to proceed when the Cisco UCM VKM module is enabled. | *Table 11-4 Overrides* 1. Specify whether or not to change the **Database Mode** to **Network**. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-f4a5giwz.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) ***Note*** *If you attempt to change to* ***Network*** *database mode, then the following window appears:* *Click* ***Yes*** *to continue.* *For* ***Network*** *database mode, you will need to specify the* ***Port****. The default value is* ***1527****.* ***Note*** *If the database mode is already* ***Networked*** *and you attempt to specify a new port number, the Installer will not use the new port and will continue to use the original network port after the upgrade.* *If a user selects multiple nodes to upgrade and some are networked and others are not, attempting to change a port applies the port change to only the RIGs that are currently in Embedded mode.* 1. Click **OK**. 2. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-wiod0mlg.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D)To view the scheduled or running upgrade, click the **Upgrades** tab. | | | | | --- | --- | --- | | | | | | | | *Figure 11-11 Upgrades Tab* 1. To view the completed upgrades, click the **Completed** tab. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-cufku2t1.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) | | | | | --- | --- | --- | | | | | | | | *Figure 11-12 Completed Upgrade* 1. If you click on an entry, you can view all of the history for that system in the pane to the right (see [***View History***](/docs/cip-eip-administration-guide#_bookmark118)). ### View History When you select an element in the bottom pane of the **Satellites** or **Completed** tab, all of the history for that system can be viewed in the **History** pane. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-bgsk4e7r.jpe?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-13 History* #### View History Message Follow these steps to view a specific message in the **History** pane: 1. Select an element in the **Satellites** or **Completed** tab. 2. Select a message in the **History** pane. 3. Click **View**. The **View History** window appears with details about that message. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-gq8ga2k2.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-14 View History* 1. Click the **Close** (**x**) button to close the window. #### Remove History Message Follow these steps to remove a specific message in the **History** pane: 1. Select an element in the **Satellites** or **Completed** tab. 2. Select a message in the **History** pane. 3. Click **Remove**. 4. When the following message appears, click **Yes** to remove the message. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/cip_eip-administration-guide-image-xao57yps.png?sv=2026-02-06&spr=https&st=2026-11-06T02%3A14%3A28Z&se=2026-11-06T03%3A14%3A28Z&sr=c&sp=r&sig=tdUoS7xI5kD6tZSoQQSEylZCgEX67NPQEwSKfup%2BEZY%3D) *Figure 11-15 Remove History* ***Note*** *You can also click* ***No*** *to cancel, leaving the message as part of the History.* ### Troubleshoot Issues This section explains how to troubleshoot the following issues: ###### [Upload/Upgrade Notification](/docs/cip-eip-administration-guide#_bookmark120) ###### [Terminate an Upload/Upgrade](/docs/cip-eip-administration-guide#_bookmark121) #### Upload/Upgrade Notification When an upload/upgrade completes, the system sends: - Events that are captured in Intelli-Q. - Emails to notify of the failure, if email notification is configured in Intelli-Q. The following table shows the events and the alert levels: | **Event** | **Alert** | | --- | --- | | **UploadSuccess** | **1** | | **UploadFailure** | **4** | | **UpgradeSuccess** | **1** | | **UpgradeWarning** | **2** | | **UpgradeFailure** | **5** | *Table 11-5 Events/Alerts* #### Terminate an Upload/Upgrade There are two maritime commands that can be used to terminate Uploads and Upgrades that are stuck in ***Running*** status. ***Warning*** *Please investigate and use caution when executing the following commands. Executing these commands could result in loss of service for the element being uploaded/upgraded.* - To kill an upload: **MOTHER RELEASEMANAGEMENT KILLUPLOADRUN** *[server-name]* where: *[server-name]* = value of **Name** field from **Satellites** tab - To kill an upgrade: **MOTHER RELEASEMANAGEMENT KILLUPGRADERUN** *[server-name]* where: *[server-name]* = value of **Name** field from **Satellites** tab