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Opening the Action Menu in the Entry List View for a single resource will bring up the following options:

View: Opens Opens the resource's Entry entry page

Edit: Opens to the resource's Edit options

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You can also access Chart View from a Resource resource entry page by clicking the "Open Chart View" button at the top. This will automatically position the resource entry as the "Top Resource" in the chart.

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• Left click and drag within the tree view, or scroll wheel in/out to change the area viewed. 
• Single or double-clicking on a node with children will collapse or expand the tree at that resource.  
• Clicking and dragging a resource node to another resource will relocate the resource to be a child of the resource it is dropped on. 

Hovering over a specific Resource resource or node, then right clicking will open a context menu with the following options:

Quick View: Shows Shows summarized details about the resource and its children, and links to the Resource Entry resource entry page(s).

Go to Resource: Opens the Resource Entry resource entry page.

Use As Top Node: Set the current resource as the Top Node of the displayed hierarchy.

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The Resource Entry Page displays details for an existing Resource resource and any associated Gadgetsgadgets. Here, users may edit the Resourceresource's fields, clone the resource, add child resources, and perform Gadgetgadget-level actions such as assigning and managing IPAM Blocksblocks, Contactscontacts, generate DNS Zoneszones, add Field field information, and manage Peering Sessionspeering sessions. 

Open the page by clicking on a Resource resource name from the Resource List, or select "View" from the Action Menu for the resource in the Entry List.

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The Resource View Gadget displays basic details about the Resourceresource, including name, id, section, and category. 

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Additional information and actions are available to perform for the Resourceresource, depending on which Gadgets gadgets are enabled for the associated Sectionsection:

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• ACP ("Workflows") Gadget: Connector to ProVision's API Composer Platform. Executes selected ACP Workflows.
• Contact Info: Displays phone, address, and billing details for the Resourceresource.
• Contacts: Assigns Contacts contacts to the Resource resource from the Contact Manager.
• DHCP Server Management (Legacy): Manage a DHCP Server details and pools.
• DHCP Customer Configuration (Specialized): Assign and Configure DHCP Pools from APNIC Blocks.
• DNS: Lists DNS Zones associated with the Resource resource and links to the zone's DNSv3 page.
• DNS Autogenerator: Autogenerates DNS forward and reverse zones for the resource, based on assigned IP Blocks.
• Document Storage: Load, View, and Download assorted image or text documents.
• Field Gadget: View and Edit data and information fields associated with the current resource.
• IPAM (Legacy): Manage IP Blocks.
• IPAMv2: Manage IP Blocks - supports additional functionality over the old IPAM Gadget.
• Notes: Type and view short text notes.
• Peer Groups: View and assign Router Peer Groups.
• Peering Sessions: View and manage peering sessions.
• Peering VRFs: Manage Peering VRFs.
• Resource Linkage Gadget: Create a reciprocal link to another resource.
• Resource Linkage - IPAM Linked IPs Gadget: View the IPs assigned to Linked Resources.
• Resource View: Displays the basic Resource resource entry information - name, section, etc. Automatically enabled for all resources.
• Tech Info: Display NS and Technical RIR info.

From here, you can work with your selected Gadgetsgadgets, performing tasks such as assigning DNS zones, IP Blocksblocks, assign Contactscontacts, and more.

See the Gadgets Page Page for detail on working with individual Gadgetsgadgets. 

Create an Entry

To create a new Entry, click on the "Add Entry" button from the Resource Tab / Entry List Page.

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Fill in the Name of your new Resource Entryresource entry, select a Section  section (the chosen Section section determines what gadgets will show on your new resource's Entry entry page), the Parent Resourceparent resource, Categorycategory, and enter a Custom ID number if desired.

When complete, click the "Create" button. If you wish to exit without saving your changes, click "Close". To add another entry with the same Sectionsection, Categorycategory, and/or Parent parent resource, click "Create" again. To add another new entry with different selections click "clear", make new selections, and click "Create".

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Open the newly created resource by clicking "Open resource here".

The Resource Entry resource entry page loads in a new tab for that Resourceresource, displaying whatever gadgets are enabled for the associated Section section. 

From here, you can work with your selected Gadgetsgadgets, performing tasks assigning IP Blocksblocks, Contactscontacts, and more.

See the Gadgets Page for detail on working with individual Gadgets. 

Edit or Delete an Entry

To edit an Entryentry, go to the Resource View Gadget, and select "Edit". 

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If you wish to delete the Entryentry, go to the bottom of the page, and select the "Delete" button. 

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You may also edit or delete an Entry entry from the Resource Entry List, by right clicking on the resource, and selecting "Edit" or "Delete" from the Action Menu.

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Export Resource Fields

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Resource Entry pages have an "Export As CSV" button that generates a .csv file containing the Resourceresource's basic field information.

To export the Resourceresource, click the "Export as CSV" button in the header on the Resource Entry Pageresource entry page. 

The downloaded .csv file will contain the fields containing values from the Resource Info, Contact Info, Tech Info, and Resource Field Gadget(s), with the field name in the first column, and the field values in the second column. 

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Add Child Entries

Adding a Child Entry child entry creates a resource underneath the current resource in the hierarchy. 

To add a Child Entrychild entry, at the bottom of the Resource Entry resource entry page, click "Add Child".

This brings up the Add Entry dialog. Looking at the top navigation breadcrumbs, you can see that we are adding an Entry entry underneath the resource "MyNewEntry". 

Fill out the Name, Section, Category, and Custom ID (if desired), and hit the "Create" button. The Parent field is pre-selected for you. 

Once created, the Child Entry child entry will show in a list at the bottom of the Parent Entry parent entry page. 

Resource Clone

Cloning an Entry entry duplicates the Entry entry and, if desired, any Child Entries child entries existing under it.

This feature This feature can be used to quickly and efficiently create multiple resources with same format, field information, or similar hierarchy structure. One example may be a datacenter with x number racks with y number of servers on each. One rack, with its servers as child entries could be created, and then cloned until the necessary quantity is reached. As text field information is copied during the clone, changes in individual server information would still need reviewed and updated. Think of cloning as creating a template from an existing Resource Entryresource entry. 

Information Cloned: Format of the original Resource resource (which gadgets are enabled, location, fields), contact / tech information, field information, and (if selected) Child Entrieschild entries, and Child Entry child entry sections, fields, and field information - in general, items that are chosen or input at the entry creation, or input into text fields. 

Information not Cloned: IP Blocksblocks, DNS Zoneszones, uploaded documents - in general, items that are assigned to the entry rather than input into fields. 

To Clone an Entry

The Resource Clone resource clone feature may be accessed from either the Resources Tab, or from a Resource Entry resource entry page. 

From the Resources Tab, select "Clone". This open the Resource Clone options. 

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You may also select "Clone" from the bottom of a Resource Entry resource entry page, in which case the Entry entry page you clicked "Clone" from will be automatically selected as the resource to clone.

Once on the Resource Clone Pageresource clone page, enter the Resource resource to clone, Parent Resourceparent resource, and the New Name new name for the clone. If you wish for all children of that resource (and their children, if applicable) to be cloned, check the "Clone Resource Children" checkbox. When complete, click the "Clone" button. 

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