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Once created, a Smart Assign Template is available to select and execute from either IPAM Admin → Smart Assign Templates or directly from the Smart Assign module in the IPAM Gadget. 


(Detailed description in-progress)



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titleWorking with Smart Assign Templates

Creating a Smart Assign Template:

To access Smart Assign Templates from the Admin section, select "Smart Assign Templates" from the IPAM Admin tab dropdown menu.


To create a new template click "Add Template" at upper right.


Enter a name and description for the new template then click "Add Assignment" to select Smart Assign criteria.


Select Smart Assign filters filter criteria and click "Assign".

The template may be saved at this point by clicking "Save" at lower right. IP space may be broken down prior to saving or at a later time by editing the template.

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titleBreaking down IP address space...

To define more complicated assignments IP address space may be broken down further.

Click "Breakdown IP Address Space" and select a mask.

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Click on a block name to select it for assignment. A block may be deselected by clicking the delete icon. Click "Accept" when done.

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To configure filters for a block, click on a block menu to open the Action Menu and select "Edit". The block can be further broken down by selecting "Breakdown IP Address Space" or removed by clicking "Remove".

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Select desired filters and click "Save".

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Once block filters are configured, click "Save" or "Update". The assignment may be deleted by clicking the delete icon.

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titleExecuting a Template...

To execute the template assignment plan, click "Execute".

Select a Resource from the dropdown and click "Run".

To run the template from a Resource's IPAM Gadget, open Smart Assign and select the template from the "Smart Assign Templates" dropdown and click "Execute".


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titleWorking with Predefined Filters

Predefined Filters are accessible from the IPAM Gadget Smart Assign section.

To create a Predefined Filter, select Smart Assign filter criteria. Click on the gear icon at upper right and select "Save filter as..."


Enter a name and a brief description for the filter and click "Save".


To use a saved filter, click on the gear menu and click "Use Predefined Filter".

Select a filter from the dropdown and click "Use Filter". A saved filter may be deleted by selecting "Delete Filter".

Once the filter is applied, click "Smart Browse" or "Smart Assign" as normal.

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