Creating a New Filter in ITMS Management Views

You can quickly create a new filter in ITMS Management Views.
  1. To create a new filter
  2. In the Symantec Management Console, on the
    Manage
    menu, click
    Computers
    .
  3. On the
    Computers
    view page, do one of the following:
    • In the content pane, under
      Filters
      , right-click, and then click
      New > Filter
      .
    • To create a new filter in a particular folder, right-click a folder, and then click
      New > Filter
      .
    • In the content pane, in the top left corner, click the
      New Filter
      symbol.
  4. In the content pane, click
    Add Filter Criteria
    .
  5. Depending on the type of filter that you want to create, do one of the following:
    • To edit a Query Builder filter, in the drop-down list, choose any criteria, and then, in the text box next to the criterion name, type the criterion value.
      You can add as many criteria as necessary.
      To add custom criteria to your filter, in the drop-down list, click
      Edit Criteria List
      . In the
      Manage Filter Criteria
      dialog box, you can choose data classes, associations and columns.
      After you have chosen the custom criteria, in the content pane, in the
      Add Filter Criteria
      drop-down list, click the new query parameters that you have added, and then specify their value. If the parameter value is numerical, you can use comparison operators to combine these numbers.
      After you configure the query and save it, it is automatically added to the filter, and the computer list in the content pane is automatically updated.
      The filter criteria are combined through the logical operator AND.
    • To create a SQL filter, on the right from the
      New Filter
      symbol, click the
      Edit SQL
      symbol.
      In the
      Edit Raw SQL
      dialog box, edit and test the query, and then click
      OK
      to save the newly created query.
      Filter evaluation may take a longer time depending on the complexity of SQL, specified criteria, and included filters.
    • To add a static list of computers or filters, in the content pane, click the
      Use only explicit criteria
      symbol.
      In the
      Add Explicit Criteria
      drop-down list, click one of the options to include or exclude a computer list or a filter. In the
      Include/Exclude Computer List/Filter
      dialog box, choose the items that you want to include or exclude, and then click
      OK
      .
      If you want to see only the explicit criteria, in the content pane, next to the
      Save Filter
      symbol, click the
      Use only explicit criteria
      symbol.
  6. After you have added the filter criteria, click the
    Save Filter
    or the
    Save Filter As
    symbol.
  7. (Optional) To compile a custom report, in the content pane, click the
    View filter results report
    symbol.
    In the
    Filter Results Report
    dialog box, select the association, data classes and columns. To save the report configuration for the selected filter, at the bottom of the dialog box, check
    Save the selected columns for filter
    . The configuration is saved separately for each user and each filter. To export the report results as a CSV file, click
    Export
    .
  8. In the
    Save Filter
    or the
    Save Filter As
    dialog box, type the new name for the filter, choose if the filter should be displayed in the
    Computers
    view, and then click
    OK
    .
    If a filter with the same name already exists, you are prompted to overwrite the existing filter. If the filter that you have chosen to overwrite is a read-only filter, you need to either rename the filter or clone it. If you try to overwrite a filter that has dependencies, you are prompted to look at the list of dependencies first.
After you have created a filter, in the content pane, you see a dynamic list of computers based on the filter criteria that you have added.