NEC MA4000 User Manual

MA4000  
Expense Management  
Cable Management  
User Guide  
NEC  
NEC Infrontia Corporation  
May 2009  
NDA-310101, Issue 1  
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Contents  
MA4000 Expense Management Cable Management User Guide - Issue 1  
Contents  
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MA4000 Expense Management Cable Management User Guide - Issue 1  
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Figures  
Figure  
Title  
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1
Introduction  
The MA4000 Expense Management Cable Management User Guide  
provides all the information needed to use the Cable Management  
application. The following topics are included in this chapter.  
Chapter Topics How This Guide is Organized  
How This Guide is Organized  
Chapter 1 This chapter outlines how to use the manual including the organization  
and chapter layout of the MA4000 Expense Management - Invoice  
Management Module User Guide.  
Chapter 2 This chapter defines the tools available within the application as well as  
from the Cable Management main page.  
Chapter 3 This chapter describes the Wizards available to speed up the process of  
setting up and documenting your infrastructures.  
Chapter 4 This chapter provides information on setting up the Geographical,  
Companies, and Cabling infrastructures.  
Appendix This chapter provides information for the Termination Hardware.  
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Introduction  
Exploring Cable Management  
Exploring the Cable Management Environment  
The Cable Management interface is comprised of several helpful  
sections. In keeping everything uniform, the actual look of the software  
will remain the same throughout the different sections of the  
application. By reviewing the layout of the interface, one can see a  
navigator, a spreadsheet view area, a detail section, a locator area, and  
helpful links all from the uniform exploration view. This environment  
was built to satisfy all your documentation needs while remaining easy  
to use and navigate.  
The Cable Management Main Page  
When you login to Cable Management, the first screen will be the Main  
Page. The Main Page is the entry page to access all of Cable  
Management's features. Every additional page you view in Cable  
Management has a link back to the Main Page to make it easy to  
navigate between the application itself and Cable Management's setup  
tools and reports. The Main Page link is located near the top right-hand  
corner of all Cable Management screens.  
Figure 1-1 Cable Management Main Page—Links  
The Main Page links are located in a column of five menus along the  
right side of Figure 1-1.  
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Cable Management Main Menu  
The Cable Management Main Menu is on the right side of the Main Page  
and consists of five submenus. A brief description of each menu link is  
described below:  
Cable Management menu:  
Launch Application - Launches the main Cable Management  
function of documenting your network components.  
Help - Opens the online help feature.  
REPORTS menu:  
Report Creator - Opens a pop-up window from which you can  
generate a variety of reports.  
TOOLS menu:  
User Defined Fields - Opens a pop-up window allowing you to  
view and edit user-defined fields that appear in Cable Management  
component detail views.  
Custom Fields - Opens a pop-up window allowing you to add,  
edit, and delete fields you've added for component tracking  
purposes.  
Security Log - Opens a pop-up window showing the user  
transaction log.  
WIZARDS menu:  
• Each link opens the component-specific auto-numbering wizard.  
This allows users to create multiple identifiers of documented  
records with the same default information at the same time.  
SETUP menu:  
Companies - Opens a pop-up window allowing you to add, edit, or  
delete Companies in your documentation.  
Infrastructure - Opens a pop-up window allowing you to add,  
edit, or delete items documented at the Campus, Outdoor Space,  
Building, Floor, Indoor Space, Faceplate, and Port infrastructure  
levels.  
General Settings - Opens a pop-up window allowing you to hide  
or show certain sections of the application.  
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Introduction  
The Cable Management Environment  
Navigator Tree  
The Navigator Tree, displayed in the upper left pane of the Cable  
Management application, shows the physical and geographical layout of  
your infrastructure. It allows you to move around the infrastructure  
quickly and efficiently, regardless of the complexity of your  
infrastructure. For instance, you can go to a faceplate in a work area, or  
to a telecommunication space.  
The Navigator Tree functions similarly to Microsoft's Windows Explorer.  
Click the + (plus) sign at the Company level, and the next level, the  
Campus level, is displayed. This convention is followed throughout the  
Navigator Tree's hierarchy. Click the + sign (which changes to a minus  
sign) to display the next level on the tree.  
Click the Company icon or anywhere on the Company name, and the  
List View and Detail View areas are populated with information  
filtered according to the selected category.  
For example: If you click the Company icon, and then click the Assets  
selection in the drop-down field, all assets for your company are  
displayed in the List View spreadsheet. Click a building icon or a floor  
icon, and you will see assets specific to that building or floor.  
The Navigator Tree is easy to set up, using the Company and  
Infrastructure setup functions on the Setup menu on the Cable  
Management Main Page. Once the tree is set up, any change, move,  
upgrade, or addition is easy to locate and perform.  
See “Hierarchy Descriptions” on page 1-4 for further explanation and  
navigation assistance.  
Hierarchy Descriptions  
The hierarchy layout in the Navigator Tree is set up as follows:  
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Company - The company is the highest-level component in Cable  
Management. It's the starting point for managing your cabling  
infrastructure. Even if you only manage the infrastructure for a single  
company, you still need to define the company before setting up cabling  
infrastructure.  
Campus - Your company may have only one location, and in that case  
you would create only a single campus. But many companies conduct  
business in a number of locations. The campus feature in Cable  
Management makes it possible to manage infrastructure specific to each  
location.  
Outdoor Space - You can also set up an outdoor space such as a  
Manhole or a Utility Pole. After spaces are in place, you can start to  
specify cabling and hardware.  
Building - Each campus you set up will include buildings that contain  
spaces that house components of the infrastructure. Your company may  
have one building, or numerous buildings that can be interconnected by  
cabling components.  
Floor - Floors in buildings are the next level of geographical  
infrastructure you create in Cable Management.  
Indoor Space - In Cable Management, a Room, Telecommunications  
Space, Cubicle, Hallway, Warehouse, Kitchen, or Office is considered to  
be an Indoor Space.  
Faceplate - While many elements of cabling infrastructure can be  
added at any time after the geographical infrastructure is set up,  
Faceplates should be set up first. Faceplates are usually attached to a  
Work Area such as an office.  
Whatever level of the Navigation Tree you select is highlighted. In  
addition, when you let your cursor hover any item on the tree, a floating  
box will open with the name and type of infrastructure item. If the item  
is a Faceplate, the box will also include the ports connected with it.  
Location Info  
The Location Info section is directly beneath the Navigator Tree on the  
left side of the Cable Management screen. No matter how elaborate  
your infrastructure, the Location Info section displays where you are  
according to your highlighted selection in the Navigator Tree. See  
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Introduction  
List View  
The upper half of the right pane is the List View. Also referred to as the  
List View pane or List View area. The List View resembles a spreadsheet.  
Clicking any category in the drop-down list in the upper left corner of  
this pane displays a list of records in the chosen category for the  
Navigation Tree level you're at. The drop-down list includes the following  
infrastructure categories:  
• All items  
• Assets  
Termination Hardware  
• Horizontal Links  
• Backbone Cables  
• Pathways  
• Firestops  
• Grounding  
• Splices  
• Contacts  
Your location in the Navigator Tree filters the records seen in the List  
View pane.  
For example: If you are at the building level in the Navigator Tree, and  
have selected Horizontal Links in the drop-down field, you will see all the  
records for Horizontal Links within that building.  
Clicking a column heading sorts the records by that column in ascending  
order; clicking on the column heading again will sort it in descending  
order.  
For example: If you select Horizontal Link and then click on the Cable  
ID column, the horizontal links are sorted in ascending order according  
to Cable ID. An up-arrow appears next to the column heading indicating  
that the list is sorted in ascending order. Click again and the arrow  
points downward, indicating the records are sorted in descending order.  
The first column of the List View pane consists of a clickable button that  
allows you to display the detailed view for that component in a pop-up  
window. This lets you have side-by-side views of components, which  
you can minimize, expand, and move around on your screen. It also  
allows you to move to another section of Cable Management while  
keeping the detailed-view pop-up windows open.  
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The following table describes the user buttons along the top of the List  
View pane (Table 1-1):  
Table 1-1 User Buttons  
Button  
Description  
The Copy button will allow you to duplicate the item being copied for  
an easier way of building specific network components.  
The Add button allows you to create a new record in whichever area  
you have selected.  
The Delete button allows you to delete a record.  
The To Clipboard button copies whatever information is in the  
current table to the computer's clipboard for pasting into any other  
application.  
The To Excel button opens a browser window with the data in the  
table formatted as a Microsoft Excel spreadsheet. You can print it or  
save it as an Excel file.  
The Print Details button enables you to print details of an individual  
record (i.e., not everything in the list) as an HTML-formatted report  
in your Internet browser.  
The Search button opens another window containing the records  
currently in the List View table, where you can enter a search string  
and initiate a search of the records in the table.  
The Previous and Next buttons allow the user to navigate between  
pages of spreadsheet views.  
This section also serves as a counter for the number of items  
viewable within a selected area.  
1of 6]  
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Introduction  
Detail View  
When a List View category is selected, the Detail View in the lower half  
of the window displays details of the selected record from the List View  
table. You can change to a different record by selecting a different row  
in the spreadsheet, either by scrolling down through the records using  
the arrow keys or clicking on a record with your mouse pointer. The  
Detail View display is linked to the selection chosen in the List View.  
For example: If Termination Hardware is selected, the Detail View shows  
tabs Termination HW Info and Port/Pos. Details. The tabs shown in the  
Detail area will change according to the category selected in the drop-  
down field, and sometimes will even change in the same category but  
with different types. This will occur throughout the application as the  
tabs are associated and used for each category and for the different  
types of items in those categories.  
When an item in the List View area is selected, the Info tab in Detail  
View always gives detailed attributes of the selected record. The  
remaining Detail View tabs usually show information about how that  
record is connected to other cabling elements.  
For example: When selecting a record on the Horizontal Links (HL) drop-  
down list in the List View, the Detail View tabs have specific data about  
the horizontal link:  
• The Hardware Sequence tab shows the hardware sequence for the  
selected cable.  
• The Connected Backbone tab lists backbone cables connected to the  
HL and permits the user to connect backbone cables to that horizontal  
link.  
• The Pathways Used tab does the same for Pathways containing HLs.  
• The Notes and Attachments tab shows all associated notes to the  
selected cable and all attached items.  
• If the horizontal link is a voice link, an extra tab exists called Key  
Sheet that contains data input by the user about the phone  
connection.  
• If the Horizontal Link category is selected, and you change to a  
different space on the Navigator Tree, the information populating the  
List View and Detail View will change as you move to the different  
space. If, for example, you move up to a higher level on the tree, all  
the horizontal links for that level and space are shown in List View.  
Detail View will contain details of the first record in that group by  
default, or the last record you highlighted.  
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Attachments  
Cable Management has attachment capability that can be found  
throughout the application. This capability can be found at every level of  
your infrastructure, along with everything being tracked about your  
infrastructure, down to each individual component. An attachment can  
be added at any level to better enhance your documentation needs.  
An attachment may be any file needed to better illustrate needed  
information about your network. These attachments may be network  
drawings, digital photos, MS Excel documents, MS Word documents, and  
more. By using this capability and using it correctly, your  
documentation, network drawings, photos, and all other needed files are  
stored in one easy-to-reach location.  
Adding an Attachment  
Step 1 In the Attachment area, click Add.  
Step 2 In the Attachment pop-up window, click Browse to locate your  
attachment.  
You may type specific comments within the pop-up window.  
NOTE  
Step 3 Click OK to close the Attachment pop-up window. Once the pop-up  
window closes, the attachment will be located in the Attachment area  
with a Time/Date/User stamp on it. A message stating "Attachment  
successfully attached " will appear. Click OK.  
Step 4 Click the Save button so all attachments and changes will be saved  
correctly.  
If an attachment is given an identical name of one already added in the same section  
of Cable Management, the second attachment will not be saved, even if the first  
attachment has been deleted. If this occurs, choose a different name for the  
attachment file.  
NOTE  
Viewing an Attachment  
Step 1 Locate your attachment within Cable Management.  
Step 2 Click on the View link next to your attachment. The file will launch in an  
HTML-formatted window.  
Step 3 Close the HTML window when you have finished viewing the file.  
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Deleting an Attachment  
Step 1 Locate your attachment within Cable Management.  
Step 1 Click on the Delete link next to your attachment for complete deletion of  
the file.  
Step 1 Click OK on the pop-up message that appears when you are positive  
that deletion of the selected note is needed.  
Step 1 Click the Save button once deletion has completed to save and update  
all components.  
Deleting an attachment does not delete the file from the Cable Management server;  
it only deletes its connection to the Cable Management component.  
NOTE  
Notes  
Cable Management has Notes capability located throughout the  
application. This capability can be located at every level of your  
infrastructure and also within the Notes and Attachments tab in the  
Detail pane for every component being tracked. Beyond these areas of  
the application you can also attach notes down to the port level of a  
piece of hardware and also down to the strand level of a cable for  
example. With this capability, individuals can relay information to others  
and save specific needed notes for future use. By using this  
functionality, your notes can assist all users in recalling needed  
information and also better document your network by providing  
additional space for valuable information.  
Adding Notes  
Step 1 Within the Notes area of the application, type your notes into the given  
Notes box.  
Step 2 Click Save in order for your notes to be saved properly. After the Save  
button has been clicked, the note will move below the Notes box. The  
newly created line with your entered notes will also contain a Time/Date/  
User stamp.  
Adding additional Notes to the Port or Strand Level  
This capability can be found in both the hardware or backbone cable  
portion of the application.  
• In the Termination Hardware area under the Port/Position tab this  
capability will be found down to the Port/Strand level.  
• In the Backbone Cables area under the Pair/Strand Details tab this  
capability will be found down to the Pair/Strand level.  
Within these tabs, to the far right of each row will be a Notes column.   
Step 1 Click on the selection button for the item needed to receive a Notes pop-  
up window.  
Step 2 Type in the needed notes and click OK to close the pop-up window.  
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Step 3 Click Save in order for your notes to be saved properly. Once you have  
clicked the Save button, a check mark appears in the selection box  
illustrating a saved note for that item.  
At this level, notes can be deleted or changed by going through the same steps (Step  
1 thru Step 3), as stated above. No additional links will be found at this level, since all  
capability is specific to the level being reviewed for the component in question.  
NOTE  
Deleting Notes  
Step 1 Locate your Notes within Cable Management.  
Step 2 Click on the Delete link next to the Note(s) you want to remove for  
complete deletion of the attached Note file.  
Step 3 Click OK on the pop-up message that appears to complete deletion of  
the selected note.  
Step 4 Click Save to save and update all components once deletion has been  
completed.  
Revision Log  
At every level of the infrastructure, each component's Detail View lists  
the user name of the individual who added the component to the  
structure and the date/time stamp of when it was added.  
Any changes made to this component's documentation in Cable  
Management are tracked, and the last change made is also noted by  
user name and date/time stamp on the Detail View.  
The Revision Log is view-only for an administrator level access; no  
fields can be changed.  
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Cable Management Tools  
The following topics are included in this chapter.  
Cable Management Tools Available Within the Application  
Multi-View Multi-Task Capability  
Cable Management has the ability to allow for multi-viewing and multi-  
tasking while navigating throughout the application. Within the  
application launch and in the spreadsheet view, each row will have a  
button to the far left of each row in every single area of the application.  
If this button is selected, a pop-up window will appear displaying the  
Detail area for the item selected. The User can then open another item  
for side-by-side comparisons as needed. You are not limited to the same  
area, as a user may open a piece of hardware, minimize that screen,  
and then open a backbone cable using the same technique for  
comparison viewing of those two items.  
Pop-up windows are an essential part of Cable Management and will not  
limit but instead enhance your working capability. When any pop-up  
window appears that may be needed a short while later, you can  
minimize the screen and continue working and then restore the screen  
again without having to return to where the screen was originally  
accessed. For example, you can go to the home page and click on  
Report Creator, then minimize the creator screen and then launch the  
application to continue working. After a while you may need another  
report, so you simply restore the screen to create the report without  
having to go back to the home page to gain access to this tool. This  
Cable Management feature saves time and makes the application easier  
to use.  
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Cable Management Tools  
Window Sizing  
Cable Management allows for the different areas of the main screen  
within the normal application view to be resized as the user sees fit.  
After clicking on the Launch Application link on the Cable Management  
home page, the screen will be divided into four key areas: the Navigator  
Tree, the Location Info area, the List area, and the Detail area. The user  
can utilize Cable Management's grab-and-drag capability by placing the  
mouse pointer over any of the dividing lines between these areas and  
holding it down. Many users enjoy viewing several items in a  
spreadsheet view and can do so by grabbing the dividing line between  
the List and Detail areas and dragging it down to multiply the number of  
items accessible in the spreadsheet view.  
These areas can be resized repeatedly and manipulated according to user need.  
NOTE  
Search Function  
Records shown in the List View table of the Cable Management window  
can be searched across multiple fields, using whatever search text you  
enter.  
Using the search function  
Step 1 In the Navigation Tree, highlight the level of the records you wish to  
search for (for example, Company, Building, Floor, and so forth).  
Step 2  
In the List View, select from the drop-down category list to choose the  
records to search.  
Step 3 Click the Search button above the table.  
Step 4 A separate window will appear containing the records of the  
infrastructure level and category you already chose. In the Search Text  
box, enter your search string.  
Step 5 Click the Search button. The data in the table will change to display only  
those records containing your search text. (If there are no records with  
that text, a message box will alert you.)  
From the search window, you can change the component category from the drop-  
down list and perform another search. However, to change the level on the Navigator  
Tree, you must return to the Cable Management window and highlight the new  
location on the Navigation Tree.  
NOTE  
From the search window, you can also do the following:  
• Copy the table data to the clipboard for pasting in another application.  
• Export the table data to a Microsoft Excel spreadsheet.  
• Print the detail report for the currently highlighted item in the table.  
• Use the standard table sorting and item section features available on  
all Cable Management tables.  
• Click the box in the first column by any item to open the Detail View  
for that item and make any changes.  
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Quick Set/Quick Insert Buttons  
Throughout Cable Management where you choose a location for a  
component or, in the Cable Path, where you insert a component, you will  
find shortcut buttons (Quick Set and Quick Insert) that allow you to  
quickly choose a location.  
When you click on the Quick Set or Quick Insert button, the Navigator  
Tree is highlighted (its background turns blue), and you can simply click  
on the location on the tree to incorporate the information for that  
location into the component's detail record.  
View Most Recently Added Items  
Many fields in the Detail View in Cable Management have a Recent  
button next to them. When you place your cursor over this button, a  
floating window will appear that displays the following:  
• The 10 most recently modified items in that component category, and  
the date each was modified.  
• The 10 most recently added items in that component category, and  
the date each was modified.  
This information is particularly helpful when adding or modifying  
component information.  
Copy Capabilities  
Cable Management provides several options for copying existing data to  
other locations in Cable Management or to entirely separate  
applications, such as Microsoft Excel and Word. These copy capabilities  
are always available in the List View pane and can be used by clicking on  
any of these three buttons:  
• Copy  
To Excel  
To Clipboard  
Copy Button  
Cable Management's Copy capability is a great time saver available  
throughout the application. This feature is always located in the List  
View pane and can be used by clicking on the Copy button. If used  
properly it will minimize typing time and user errors. The Copy  
capability allows a selected item to be completely copied into the Detail  
View area, where you can then modify any information. This is  
especially helpful for creating new components that closely resemble  
already-built components.  
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Cable Management Tools  
Using the Copy function  
Step 1 In the List View, select the component you wish to copy.  
Step 2 Click the Copy button.  
Step 3 A **new record** row will be added to the List View table, and the data  
you copied will be displayed In the Detail View pane, where you can now  
make the necessary changes in the specific fields.  
Step 4 When you've finished with your changes, click the Save button above the  
Detail View pane. The component information you just copied and  
modified will fill in the **new record** row on the List View table.  
Ensure that before saving the newly duplicated item, you change all fields that must  
be unique from the copied original. Cable Management will display messages above  
the Detail View when you save the copied data without making the necessary  
changes to those fields, and you cannot add the new record until you make the  
required changes.  
NOTE  
To Excel Button  
The Copy to Excel feature allows you to export the entire spreadsheet in  
the List View directly to Excel.  
Using the copy to Excel:  
Step 1 With the information you want to copy displayed in the List View table,  
click the To Excel button.  
Step 2 An Excel file will open with all the List View data displayed just as it is in  
Cable Management. You can now modify it, save it as an Excel  
spreadsheet, print it from Excel, and so forth.  
To Clipboard Button  
The Copy to Clipboard feature allows you to copy the entire spreadsheet  
in the List View to your computer's clipboard, from where you can  
paste it into any other application.  
To copy to the clipboard  
Step 1 With the information you want to copy displayed in the List View table,  
click the To Clipboard button.  
Step 2 Open the application (for example, Word, Lotus, and so forth) you wish to  
paste the information into.  
Step 3 In the application, choose the Paste function. All the data in the current  
List View spreadsheet will be copied as rows of text in that application,  
and you can save it in that file format, modify it, print it, and so forth.  
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Circuit Trace Tool  
About the Circuit Trace Tool  
Cable Management's Circuit Trace Tool allows you to view, in both text  
and graphic format, all the components of an individual circuit. Circuit  
tracing is especially helpful in identifying the source of a problem in the  
network or in viewing a circuit in diagram form.  
With the Circuit Trace Tool, you can:  
• Choose a port or pair/strand and view a table listing details of its  
circuit infrastructure.  
• View a modifiable graphical diagram of the circuit infrastructure.  
• Click to change the trace point, and thus the table and diagram  
information.  
• Print the detailed information and graphical diagram.  
Accessing the Circuit Trace Tool  
The Trace Tool is accessible from four Detail View screens within Cable  
Management:  
Ports tab of the Assets Detail View  
Port/Position tab of the Termination Hardware Detail View  
Pair/Strand Details tab of the Backbone Cables Detail View  
Cross Connects tab of the Backbone Cables Detail View   
To access the Circuit Trace Tool  
Step 1 From the Cable Management Main Page, click Launch Application.  
Step 2 Highlight the trace point component in the List View.  
Step 3 In the Detail View for that component, click the appropriate tab:  
—Assets: Ports tab  
Termination Hardware: Port/Position tab  
—Backbone Cables: Pair/Strand Details tab or Cross Connects tab  
Step 4 Click the box in the Trace column for the component whose circuit you  
wish to view. A separate window will open displaying the details in table  
and graphic formats.  
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Cable Management Tools  
Viewing Circuit Information  
The Circuit Trace window consists of two main elements:  
• A table that lists the detailed location of each component in the  
circuit. The highlighted item in the table that is the component from  
where the trace is being conducted. The other items show the circuit  
in both directions until the endpoints.  
• A graphical diagram with each component and connection illustrated.  
Each graphic also displays the ID of the component, a link to view the  
Navigation Tree showing its location (hardware only), and links to  
view all the ports or pairs/strands connected to that component - both  
taken and available. Lines linking the images indicate how the  
components are connected, with bolder lines indicating a cross-  
connection at that point.  
Show/Hide Table or Diagram  
To hide either or both the table or diagram, click the Hide Table or  
Hide Diagram link.  
• When hidden, the link will change to Show Table or Show  
Diagram. To redisplay that element, click the Show Table  
(Diagram) link.  
Invert Table  
To show the components listed in reverse order on the table, click the  
Invert Table button. (This only changes the order of the table - not the  
diagram.)  
Copy to Clipboard  
To copy the information in the table to the clipboard for pasting into  
another application, click the Copy to Clipboard button. (Only the  
table is copied - not the diagram.)  
Print  
The print function will send whatever is currently displayed in the  
Circuit Trace window to the printer.  
To print the circuit trace information  
Step 1 Make sure the elements you want to print (table and/or diagram) are  
showing in the window.  
Step 2 Click the Print button.  
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Arranging the Diagram  
The default arrangement for the graphic diagram is a straight line from  
left to right. You can change it to one of three other arrangements, or  
you can manually rearrange the components.  
To change the structure of the diagram, choose one of the  
following:  
Step 1 Place your mouse over the Arrange link to open a floating menu.  
Step 2 Click on one of the structures shown in the menu. The images and  
connecting lines will change to reflect that structure.   
- OR -  
Step 3 Rearrange the diagram manually using the drag-and-drop function to  
move the images around on the screen. The connecting lines will  
automatically move with the component illustrations. This capability is  
often used to arrange the components to replicate their actual physical  
layout.  
A manual rearrangement of the diagram remains only while you keep the window  
open. Once you close that Circuit Trace window, the diagram will resume the default  
structure.  
NOTE  
Viewing a Component's Detail  
From the Circuit Trace window, you can open a pop-up window  
displaying the Detail View information for any component shown in this  
window.  
Viewing a component's Details View information  
Step 1 Click the component's ID link in the box containing its illustration.  
Step 2 A pop-up window will appear, displaying the Detail View for that item.  
Changing the Trace Point  
You can change the trace point from within the diagram by choosing  
another port or pair/strand for any component. This will change the  
information on the table and the diagram.  
Step 1 In any of the illustration boxes, click either the ports or pairs/strands  
link for that item.  
Step 2 A drop-down menu of all ports and/or pairs/strands connected to that  
component will be displayed, including which ones are taken and which  
are available. Click on the link for the one you want to trace from.  
Step 3 With the new port or pair/strand as the trace point, the table and diagram  
will change to show all components of that circuit to its endpoints.  
You can also open a new trace point table/diagram in a pop-up window to see the  
different paths side-by-side. To do so, hold down the Shift key as you click on the  
link in Step 2.  
NOTE  
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Cable Management Tools  
Cable Management Tools Accessed from the Cable Management  
Main Page  
User Defined Fields  
Cable Management has drop-down fields in the Detail View area of the  
screen throughout the application. Some of these fields will appear with  
libraries of items already built in, while many will appear black.  
• If a library of items is present and can be used, you may access it by  
making a selection.  
• Alternately, if the drop-down is blank or does not contain needed  
information, use the Edit button next to the drop-down to type in the  
necessary information. Then click the Save button, ensuring that  
Cable Management adds this to the drop-down libraries and saves it  
for future use.  
The link for User Defined Fields resides within the Tools section of the  
Cable Management Main Page menu. After clicking this, the Field  
Editor pop-up window appears. By using the drop-down field, you can  
select any field throughout the application that has a drop-down  
designation and edit capability next to it in the Detail area. Upon  
selecting the field for review from the drop-down list, all components for  
the field in use will appear in the box beneath the drop-down. The user  
can then correct an item spelling or completely change its properties.  
You cannot add an item to the drop-down within this section. This must  
be conducted using the Edit button in the Detail area.  
Using the User Defined Fields tool creates widespread change for a given field. For  
example: If your company has all Dell computers and you complete a change to  
Toshiba computers, you can use this tool to highlight Dell and type Toshiba in its  
NOTE  
place, implementing a global change from Dell to Toshiba. This applies to all drop-  
down fields, but only those items in use will appear in this tool (although more items  
may be visible in the Detail area when the drop-down category is selected).  
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Custom Fields  
Cable Management allows you to define up to 10 additional fields for  
tracking and displaying data in the component tables. These additional  
fields can be customized for:  
• Assets  
• Asset Ports  
• Backbone Cables  
• Backbone Pairs/Strands  
• Contacts  
• Horizontal Links  
Termination Hardware  
Termination Hardware Ports/Positions  
For example: A user might create a new computer type and then define  
three customized labeled fields to track aspects of this computer type.  
Or, a user could add a new phone type and define seven customizable  
fields to track specific data about that phone type.  
Creating customized fields  
Step 1 From the Main Page, click the Custom Fields link in the TOOLS menu.   
- OR -   
From within the Cable Management application, on the Detail View of  
the component category for which you wish to add custom fields, click on  
the ellipse (. . .) button next to the Type field.  
Step 2 When the Customizable Fields window pops us, click the Add button.  
Step 3 A new row will be added to the table in the window. Enter the information  
for the new field in the columns of that row.  
Step 4 In the Description fields, enter the desired field name.  
Step 5 Click Save.  
The custom fields you add will appear either as additional fields  
displayed on the Detail View for a component, or will appear in a  
separate pop-up window when you click the box in the Other column of  
a table in either the List View or Detail View, depending on the type  
of component.  
When the Customizable Fields window is open, you can use the drop-down list at  
the top to switch to a different component type for which you want to add custom  
fields. At any time, you can add fields to a type (up to the ten-field limit), re-label a  
field, and add or remove types. Before you add a field, it's a good idea to review the  
existing data in the Customizable Fields window, as you may be able to use types  
already added, thus avoiding unnecessary duplication.  
NOTE  
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Cable Management Tools  
Security Log  
Cable Management tracks every transaction by every user who logs into  
the application, recording the user's name and the date and time of the  
transaction. For every record, Cable Management displays a Revision  
Log (under the Notes and Attachments information) listing the user who  
added the record and when it was added, and also the names of users  
who modified it and when.  
This information is also provided, along with the user names and dates  
of other Cable Management transactions, such as logging in and logging  
off, in a Security Log for administrative purposes.  
Viewing the Security Log  
Step 1 On the Cable Management Main Page, click the Security Log link in the  
TOOLS menu.  
Step 2 A pop-up window will display with the Security Log items displayed in a  
table.   
From this window you can:  
—Change the type of transactions displayed by clicking a differing  
category in the Log Type drop-down list.  
—Search the items in the table by entering a string in the Search Text  
field and clicking the Search button.  
—Search for a specific date range by changing the dates in either or  
both Date Range fields, and then clicking Search.  
—Export the data to an Excel spreadsheet by clicking the To Excel  
button.  
—Change the sort order from ascending to descending, or vice versa, of  
any of the columns.   
For example: To view all the logins on a specific date, select LOGIN  
from the drop-down Log Type list, enter the start and end dates in the  
Date Range fields, and click Search.  
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General Settings  
Cable Management's General Settings capability is located on the  
Cable Management Main Page via the General Settings link under the  
SETUP section of the menu.  
When the General Settings link is selected, the Hide Sections pop-up  
window appears. This tool is meant for hiding specific areas of the  
infrastructure that are not in use. Within the pop-up window, the user  
can select the areas to hide by selecting the box and then pressing the  
SAVE button to close the pop-up window. These areas will be hidden  
throughout the application and can be reinstated for future use by  
following the same process.  
The areas that can currently be hidden are listed as follows:  
• Pathways  
• Firestops  
• Grounding  
• Splices  
The four areas listed above are very important areas of your infrastructure. Using  
Cable Management to document these areas is recommended, but hiding these  
areas and not using them is up to the user's discretion. Most importantly, these  
sections can be hidden and reinstated at any time depending on user preference.  
NOTE  
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3
Cable Management Wizards  
The following topics are included in this chapter:  
About Cable Management's Wizards  
Cable Management offers a number of wizards that speed up the  
process of setting up and documenting your infrastructure. Each wizard  
can be used to build several identifiers in the same location, so you can  
default information that remains the same for all components being built  
at that time.  
Infrastructure Setup Wizards help you speed up the process of setting  
up your geographical infrastructure.  
Documentation Wizards help you autonumber and autoname the  
following components:  
• Ports  
• Horizontal Links  
• Assets  
• Backbones  
Termination Hardware  
Recommendation: Wizards should be used properly and carefully so  
nothing within your documentation is altered in any manner. It's a good  
idea to underestimate the number of components needed and use the  
wizards to document in small blocks of items. By doing so, the  
individuals documenting can verify all is being documented correctly in  
all areas of the application as intended. Since the wizards don't  
complete everything needed, by creating small blocks of components at  
a time the user can go through the application quickly to complete the  
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Cable Management Wizards  
needed documentation. See the warning below for additional reasons for  
these recommendations.  
Although several items can be built within seconds, the application has no global  
delete capability. Given this, deletion still must be completed by going to each  
specific item and deleting the items one by one. The above recommendations for  
using the wizards should be reviewed to safeguard against any problems.  
WARNING  
Infrastructure Setup Wizards  
Infrastructure setup wizards streamline the process of setting up or  
adding to your infrastructure, from the Company level down to  
Faceplates. They appear whenever you click the Companies or  
Infrastructure links in the SETUP menu on the Main Page. The  
infrastructure setup wizards are designed to quickly build geographical  
locations with the least amount of data entering.  
When you set up any component of your infrastructure, the Cable  
Management screen will display the buttons Add, Delete, and Wizard.  
You can add a component one at time using the Add button, or you can  
add multiple components of that type using the Wizard button.  
Using an infrastructure setup wizard  
Step 1 Depending on what you are documenting, click either the Companies  
link or the Infrastructure link in the SETUP menu on the Main Page.  
Step 2 To use the Companies setup wizard: Click the Wizard button on the  
pop-up window that appears.   
- OR -   
To use any of the other infrastructure wizards: Click the component  
on the Navigator Tree for which you wish to add the components. (For  
example, if you want to add floors to a building, click on that building on  
the Navigator Tree.)  
Step 3 After clicking the Wizard button, an Infrastructure Wizard pop-up  
window will appear with detailed instructions on how to add the  
components.  
Step 4 Enter the appropriate information in the fields, and then click the Preview  
button. The preview pane will show the list of items as they will appear in  
the Cable Management records. If you wish, you can change or re-enter  
the information in the fields and Preview the changes.  
Step 5 When you are satisfied with the list of components, click OK. The wizard  
window will close, and the components you added will be listed in the  
table on the Cable Management screen.  
Step 6 Review the items in the table. They have not yet been added to the  
database and can be discarded if necessary. Do the following:  
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—If the information is correct, click the Save button. The Navigator Tree  
will be updated with the infrastructure components you created.  
—If there's an error on the list, you can discard the additions by clicking  
in a different section of the Navigator Tree and then clicking OK on  
the dialog box that appears.  
Recommendation: Wizards should be used properly and carefully so  
nothing within your documentation is altered in any manner. It's a good  
idea to underestimate the number of components needed and use the  
wizards to document in small blocks of items. By doing so, the  
individuals documenting can verify all is being documented correctly in  
all areas of the application as intended. Since the wizards don't  
complete everything needed, by creating small blocks of components at  
a time the user can go through the application quickly to complete the  
needed documentation. See the warning below for additional reasons for  
these recommendations.  
Although several items can be built within seconds, the application has no global  
delete capability. Given this, deletion still must be completed by going to each  
specific item and deleting the items one by one. The above recommendations for  
using the wizards should be reviewed to safeguard against any problems.  
WARNING  
Documentation Wizards  
The wizards accessible from the Cable Management Main Page are  
designed to minimize the data entry involved in documenting multiple  
network components at the same time. Each wizard can be used to build  
several identifiers in the same location, so you can create default  
information that remains the same for all components being built at that  
time.  
From the Cable Management Main Page, you can directly access the  
following wizards:  
• Horizontal Link AutoNumbering Wizard  
• Asset AutoNumbering Wizard  
• Backbone AutoNumbering Wizard  
Termination Hardware AutoNumbering Wizard  
The wizards allow you to quickly set up multiple records for the  
component type, using as simple or as complex a naming or numbering  
scheme as you wish.  
Some examples are listed below:  
• You could set up a numbering sequence as simple as 1-1, 1-2, or A-  
1, A-2, etc.  
• At the other extreme, you could set up a numbering sequence with up  
to 10 numbers or characters, separated by spaces or special  
characters where the first one might like this: EM-1A_123/A-1 C-  
a\1 1 and the last in the series would be: EM-5C_333/J-9 E-p\9.  
Each wizard includes View Sample to see how your numbering scheme  
would look, as well as a Preview button to let you see all the items  
listed out before you save them in the database.  
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The naming/numbering feature of these wizards all function in the same  
way. Other information entered into the wizard is specific to the  
particular component type.  
Port Naming Wizard  
A fifth documentation wizard, the Port Naming Wizard, can be  
accessed on either the Ports tab of the Assets screen or the Port  
Positions tab of the Termination Hardware screen. This wizard  
allows you to generate or rename all ports on a given asset, though you  
can still rename any port individually.  
The Port Naming Wizard operates in the same general way as the other  
four documentation wizards, except that it allows for only 5 (rather than  
10) separate components of a naming/numbering scheme.  
Recommendation: Wizards should be used properly and carefully so  
nothing within your documentation is altered in any manner. It's a good  
idea to underestimate the number of components needed and use the  
wizards to document in small blocks of items. By doing so, the  
individuals documenting can verify all is being documented correctly in  
all areas of the application as intended. Since the wizards don't  
complete everything needed, by creating small blocks of components at  
a time the user can go through the application quickly to complete the  
needed documentation. See the warning below for additional reasons for  
these recommendations.  
Although several items can be built within seconds, the application has no global  
delete capability. Given this, deletion still must be completed by going to each  
specific item and deleting the items one by one. The above recommendations for  
using the wizards should be reviewed to safeguard against any problems.  
WARNING  
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4
Setting Up Infrastructures  
Setting up the Geographical Infrastructure  
About the Infrastructure  
Once you are familiar with the Cable Management environment, you can  
begin setting up geographical infrastructure. This infrastructure holds  
the main components of the location you are documenting, including  
Company, Campus, Buildings, Floors, Indoor Spaces,  
Telecommunications Spaces, Outdoor Spaces, and Faceplates. Upon  
setting up the geographical infrastructure, you can proceed to “Setting  
Your entire geographical infrastructure does not need to be set up all at  
once. You can begin the process by defining certain locations and then  
begin the documentation process for those areas while later adding to  
your geographical infrastructure as a growing task. The system will only  
require you to have the infrastructure built to the level you wish to  
associate network components to.  
Recommendation: For any level of infrastructure, you can speed the  
process of adding more than one item by using the Wizard. When  
you're on any component screen of the Setup>Infrastructure area of  
Cable Management, you can add items one at a time by clicking the Add  
button, or you can add them all at once by clicking the Wizard button.  
Although you aren't required to set up your entire geographical infrastructure, you  
must create the basics of one before you can set up any cabling infrastructure.  
NOTE  
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Setting Up Infrastructures  
Setting Up Companies  
The company is the highest-level component in Cable Management. It's  
the starting point for managing your cabling infrastructure. Even if you  
only manage the infrastructure for a single company, you still need to  
define the company before setting up cabling infrastructure.  
To set up a Company:  
Step 1 Select Companies from the Setup area on the application Main Page.  
The Company Info window appears via a pop-up window.  
Step 2 Click the Add button for every company you are setting up, and fill in  
name, address, city, and phone for each.  
Step 3 Click the Save button when you have finished adding all companies.  
The very first time you enter Cable Management, the Company Info window is  
automatically displayed. Each company's name will appear on the Navigator Tree  
next to a company icon.  
NOTE  
• You can remove a company by selecting Companies from the SETUP  
section of the Main Page menu.  
• If the company has no subordinate items, such as campuses and  
buildings, you can click Remove to remove the company and add  
another. If you try to remove the company while items exist  
underneath it, a Cable Management warning box pops up: "The  
company cannot be deleted until subordinate items are removed."  
Setting Up Infrastructure within a Company  
Campuses  
Your company may have only one location, and in that case you would  
create only a single campus. But many companies conduct business in a  
number of locations, and the campus feature in Cable Management  
makes it possible to manage infrastructure specific to each location.  
In the below areas, these geographical components will be built by selecting the  
Infrastructure link in the SETUP section of the Cable Management Main Page menu.  
When this link is selected, the application's viewable window will show the Navigator  
Tree and Location Info area on the left side of the screen while the entire right side  
of the screen will display different Info areas depending on the highlighted location in  
the Navigator Tree for the specific item being built.  
NOTE  
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Adding a Campus  
Step 1 Go to Infrastructure in the setup area on the application Main Page.  
Select the company where the campus will reside. The Company Info  
window for that company will appear.  
Step 2 Click the Add button. Enter the name and location of the campus in the  
right-hand frame of the window. Repeat for each campus within your  
company.  
Step 3 Attachments and Notes are available as needed. In the Company Info  
window, you may insert a Company drawing by clicking the Add link in  
the Attachments area. You may add comments pertaining to the  
company in the Notes area of this page as well.  
Step 4 Click Save when you have entered all campus information.  
Step 5 A plus sign appears next to the company icon in the Navigator Tree  
indicating that there is infrastructure information at the next level down.  
Click plus (+) changing it to a minus (-) to expand and view that  
information. Each campus name appears next to the campus (building-  
cluster) icon.  
Remove a Campus:  
Step 1 Highlight the company, which will bring up the Company Info screen.  
Step 2 Select the Campus to be deleted.  
Step 3 If the campus has no subordinate items, such as buildings, you can click  
Remove to remove the campus and add another. If you try to remove the  
campus while items exist underneath it, a Cable Management warning  
box pops up: "The campus cannot be deleted until subordinate items are  
removed."  
Step 4 Click Save to complete the deletion. The campus's name will be  
removed from the Navigator Tree.  
Although you add and remove a Campus through the Company Info screen, the  
Attachments and Notes sections apply to the Company.  
NOTE  
Buildings  
Each campus you set up will contain buildings that contain spaces that  
house components of the infrastructure. Your company may have one  
building, or numerous buildings that can be interconnected by cabling  
components. After spaces are in place, you can start to specify cabling  
and hardware.  
Adding a Building  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
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Setting Up Infrastructures  
Step 2 Highlight the Campus where you wish to add spaces and buildings by  
clicking on the Campus icon or name.  
Step 3 The Campus Info dialog screen appears with the campus name in the  
title bar and Attributes frame.  
Step 4 Click the Building List radio button. Click the Add button to add a new  
Building. The Attachments area allows you to insert a drawing. You may  
also add text information about the space or building within the Notes  
area.  
Step 5 Enter the Name and Location(s) of the buildings. Click Add for each  
additional Building. Click Save when you are finished.  
Step 6 A plus sign will appear next to the campus icon indicating that there is  
infrastructure information at the next level down. Click plus (+) changing  
it to a minus (-) to expand and view that information. A building icon  
appears next to the name of each building on the Navigator Tree.  
Removing a Building  
Step 1 On the Main Page, select Infrastructure on the SETUP menu.  
Step 2 Highlight the Campus where you wish to delete a building by clicking on  
the Campus icon or name.  
Step 3 Click the Building List radio button.  
Step 4 Select the building you wish to remove, and click the Delete button. If  
there are floors associated with the building, a Cable Management  
warning box pops up: "The space cannot be deleted until subordinate  
items are removed first."  
Step 5 Click Save to complete the deletion. The building's name will be  
removed from the Navigator Tree.  
Floors  
Floors in buildings are the next level of geographical infrastructure you  
create in Cable Management. Floors may contain communication  
spaces, conference rooms, telecommunications spaces, offices, cubicles,  
hallways, storage, and so forth that in turn house cabling elements and  
hardware.  
Adding a Floor  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 In the Infrastructure Setup area, highlight the building name or icon  
where you wish to add floors.  
Step 3 The Building Info screen appears with the building's name in the title bar  
and in the Attributes frame.  
Step 4 Click the Add button to add each floor in the building. List the Name of  
the floor. If you have more than nine (9) floors in your building, number  
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the floors 01, 02, and so on, so that the floors will sort in order on the  
Navigator Tree.  
Step 5 Click Save when you're finished. To exit this window without saving your  
changes, click the application Main Page link or another level within your  
infrastructure window.  
Step 6 A plus sign will appear next to the building icon indicating that there is  
infrastructure information at the next level down. Click plus (+) changing  
it to a minus (-) to expand and view that information. The floor (steps)  
icon appears next to the floor name.  
Removing a Floor  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Highlight the building name or icon where the floor is housed.  
Step 3 Click the floor you wish to remove and click the Delete button. If there  
are cubicles or other spaces associated with the floor, a Cable  
Management warning box pops up: "The selected Floor has one or more  
Spaces associated with it. It cannot be deleted until all subordinate items  
are removed."  
Step 4 Click Save to complete the deletion. The floor's name will be removed  
from the Navigator Tree.  
Indoor Spaces  
Cable Management categorizes all floor space as either a  
Telecommunication Space or a Work Area. A Telecommunication Space  
is where termination hardware or backbone assets reside; a Work Area  
houses users and workstation assets.  
Adding an Indoor Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 The Floor Info screen appears with the floor name in the title bar and in  
the Attributes frame.  
Step 3 Click the Add button. Enter the name of the space.  
Step 4 Select the Work Area from the drop-down list. Offices, Cubicles, and  
Hallways are usually Work Areas, for example; Rooms may be  
Telecommunication Spaces or Work Areas. If the space is a Work Area,  
no further information is added. If the space is a Telecommunication  
for each space you need to add.  
Step 5 Click Save when you are finished. A plus sign will appear next to the  
floor (steps) icon indicating that there is infrastructure information at the  
next level down. Click plus (+) changing it to a minus (-) to expand and  
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Setting Up Infrastructures  
view the rooms or cubicles you've added. The name of each Work Area  
appears next to a cubicle icon.  
Removing an Indoor Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Highlight the floor name or icon where the space is housed.  
Step 3 In the grid, click the space you wish to remove and click the Delete  
button. If there are faceplates associated with the floor, a Cable  
Management warning box pops up: "The selected Space has one or  
more Faceplates associated with it. It cannot be deleted until all  
subordinate items are removed."  
Step 4 Click Save to complete the deletion. The space's name will be removed  
from the Navigator Tree.  
Telecommunication Spaces  
Cable Management categorizes floor space as either a  
Telecommunication Space or a Work Area. A Telecommunication Space  
is where termination hardware or backbone assets reside; a Work Area  
houses users and workstation assets.  
Adding a Telecommunication Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Highlight the name of the floor or the floor (steps) icon where you wish to  
add a Telecommunication Space-a Termination Closet, a Consolidation  
Point, an Entrance Room, etc.  
Step 3 The Floor Info screen appears with the floor name in the title bar and in  
the Attributes frame.  
Step 4 Click the Add button. Enter the name of the space.  
Step 5 Select Telecommunication Space from the drop-down list. Then select  
the TR Type from the drop-down list, e.g., Termination Closet or  
Handhole. Repeat for each space you need to add.  
Step 6 Click Save when you are finished. A plus sign will appear next to the  
floor (steps) icon indicating that there is infrastructure information at the  
next level down. Click plus (+) changing it to a minus (-) to expand and  
view the rooms or cubicles you've added. The name of each Work Area  
appears next to a cubicle icon.  
On the Navigator Tree, a Telecommunication Space is sorted to the top of the space  
list for a given floor and has a rack and patch panel icon next to the name. You will  
notice that the icon representation in the Navigator Tree is different for both your  
Work Spaces and Telecommunication Spaces.  
NOTE  
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Removing a Telecommunication Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Highlight the floor name or icon where the space is housed.  
Step 3 In the grid, click the space you wish to remove and click the Delete  
button. If there is termination hardware associated with the floor, a Cable  
Management warning box pops up: "The selected termination room has  
termination hardware associated with it. It cannot be deleted until all  
subordinate items are removed."  
Step 4 Click Save to complete the deletion. The space's name will be removed  
from the Navigator Tree.  
Outdoor Spaces  
Each campus you set up will have a number of spaces that house  
components of the infrastructure. Cable Management lets you designate  
building space and outdoor space.  
Building space can include cubicles, rooms, termination rooms, closets,  
and any space defined in your facility. You can also set up an outdoor  
space such as a manhole or a utility pole. After spaces are in place you  
can start to specify cabling and hardware.  
An outdoor space, such as a manhole or utility pole, is added at the  
campus level in the Navigator Tree.  
Adding an Outdoor Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Highlight the campus where you wish to add an outdoor space.  
Step 3 The Campus Info screen appears with the campus name in the title bar  
and in the Attributes frame. Click the Space List radio button, and then  
the Add button. Enter the name of the space.  
Step 4 The Space Type column must be populated with the Telecommunication  
Space designation. Select the TR Type from the drop-down list.  
Step 5 Click Save when you are finished.  
Step 6 A plus sign appears next to the campus icon indicating that there is  
infrastructure information at the next level down. Click plus (+) changing  
it to a minus (-) to expand and view that information. A pole icon appears  
next to the name of each outdoor space.  
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Removing an Outdoor Space  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Click on the campus name or icon. The Campus Info screen appears.  
Step 3 Click the Space List radio button to show outdoor spaces.  
Step 4 Click on the outdoor space you wish to remove and click on the Delete  
button. If there is anything located in this space (termination hardware,  
assets, etc.), a Cable Management warning box pops up: "The space  
cannot be deleted until subordinate items are removed first."  
Step 5 Click Save to complete the deletion. The building's name will be  
removed from the Navigator Tree.  
Faceplates  
Every indoor or outdoor space may have a faceplate set up in Cable  
Management.  
Adding a Faceplate  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Click to highlight the name of the space where you wish to add a  
faceplate.  
Step 3 The Space Info screen appears with the space name. Click the Add  
button and add the name of the faceplate.  
Step 4 Click Save to save the faceplate information. The new faceplate will be  
added to the Navigator Tree.  
Removing a Faceplate  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Click to highlight the name of the space where you wish to delete a  
faceplate.  
Step 3 The Space Info screen appears with the faceplates listed. Click on the  
Click the Delete button. If there is anything connected to the faceplate,  
warning box pops up: "The space cannot be deleted until subordinate  
items are removed first."  
Step 4 Click Save to complete the deletion. The faceplate's name will be  
removed from the Navigator Tree.   
Example: Beyond a normal two- or four-port faceplate, Cable  
Management is able to track several types of faceplates per the user's  
discretion regarding how things are to be documented. An example  
would be the MUTOA (Multi-User Termination Outlet Assembly).  
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A MUTOA is a faceplate or biscuit that contains several horizontal links  
and feeds more than one work station or user. From the faceplate, you  
may add as many horizontal links as you wish. See “Horizontal Links” on  
Ports  
Each faceplate can have one or more ports documented in Cable  
Management.  
Adding a Port:  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Click to highlight the name of the faceplate where you wish to add a port.  
Step 3 The Faceplate Info screen appears with the faceplate's name and any  
existing ports listed in a table. Click the Add button.  
Step 4 Enter the name of the port to the new row at the bottom of the table.  
Step 5 Click Save to save the port information.  
Removing a Port  
Step 1 On the Cable Management Main Page, select Infrastructure on the  
SETUP menu.  
Step 2 Click to highlight the name of the faceplate where you wish to delete a  
port.  
Step 3 The Faceplate Info screen appears with the faceplate's name and a list  
of existing ports. Click on the port you wish to delete.  
Step 4 Click the Delete button.  
Step 5 Click Save to complete the deletion.  
When you let your cursor hover over a faceplate in the Navigation Tree, all the ports  
associated with that faceplate will appear in a floating window.  
NOTE  
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Setting Up the Cabling Infrastructure  
Once the geographical infrastructure is set up using the SETUP menu  
on the Cable Management Main Page, you must click Launch  
Application on the Main Page and open the Cable Management  
application to set up the cabling infrastructure.  
While many elements of cabling infrastructure can be added at any time  
after the geographical infrastructure is set up, Faceplates and  
Termination Hardware should be set up first. Faceplates are usually  
attached to a Work Area; Termination Hardware is placed in some type  
of Telecommunication Space.  
Termination Hardware  
Termination hardware for all cabling infrastructure is easily set up. Cable  
Management makes it simple to locate termination hardware when you  
need to move cabling; it's also easy to track ports/positions and how  
each is being used.  
Before adding Termination Hardware, the space where it resides must  
be set up. Termination Hardware should be placed in an appropriate  
Telecommunication Space: a Consolidation Point, Entrance Room,  
Handhole, Manhole, Termination Closet, Closet Point, or Utility Pole.  
Termination hardware must be in place before backbone or asset  
hardware can be connected or linked. See Adding Termination  
Adding Termination Hardware  
As long as you have set up a Telecommunication Space (see “Adding an  
Indoor Space” on page 4-6), you can place termination hardware in it.  
Step 1 Click Launch Application on the Cable Management home page. On  
the Navigator Tree, highlight the Telecommunication Space where you  
want to add termination hardware.  
Step 2 Select Termination Hardware in the List View drop-down field (upper  
right pane) of the Cable Management window. The Termination HW Info  
and Port/Pos. Details tabs appear in the Detail View (lower right pane).  
Step 3 Click the List View Add button.  
Step 4 Enter the ID designation-a unique value by which you will identify this  
piece of termination hardware.  
Step 5 Select a Termination Type from the drop-down list.  
Step 6 In the Cross Connect Hardware Type frame, enter the following: PIN  
Config, Cat. Rating, Term Type, Manufacturer, and Part #.  
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Step 7 Select a Color Code ID from the drop-down list. This information is  
optional, and is used to describe the type of hardware that can be cross-  
connected.  
Defining Termination Hardware  
Cable Management comes with many Termination Hardware types  
already defined for you. If, however, you wish to track a type of  
Termination Hardware that has not been defined, you can define it  
yourself.  
Step 1 To set up Termination Hardware types for your infrastructure, select the  
yellow button to the right of the Termination Hardware type field in the  
Detail pane.  
Step 2 Click the Add button.  
Step 3 Enter the Device Type.  
Step 4 The Descriptions columns allow you to assign descriptions you want to  
include for each kind of Termination Hardware.  
Step 5 Click Save to save your input.  
Step 6 To delete any Termination Hardware type, click on the type, click the  
Delete button, and then click Save before exiting the window.  
Start and End Port/Position  
Start and End Port/Position lists the number of physical connections that  
exist in a specific piece of termination hardware. For Patch Panels, ports  
are designated; for Wiring Blocks, positions. These physical connections  
must be in place for you to connect anything to the termination  
hardware.  
Enter the Start Port/Position number and End Port/Position number. The  
grayed field, Number of Port/Positions, will be populated automatically.  
For example, if you enter "1" for Start and "50" for End, Number of Port/  
Positions will be 50.  
ID, Termination Type, and the Start and End Port/Positions are the only required  
fields to set up Termination Hardware.  
NOTE  
Editing Port/Position Status  
The Port/Position Details tab shows the availability status of each  
Port or Position on the termination hardware. When a Port/ Position is  
connected to a backbone cable, for example, its status changes from  
"Available" to "Used." The Cable Type column is populated with  
"Backbone," the Cable ID column is populated with the cable ID  
designation. Backbone Pairs/Strands column shows the numbers of  
pairs or strands used. If a Port or Position becomes damaged, you can  
edit it directly.  
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Changing the status of a port or position  
Step 1 Click the Port/Position Details tab.  
Step 2 Click on the Port or Position in the Status column. A drop-down list  
appears that allows you to change the status of the Port/Position from  
Available or Used to Damaged.  
Step 3 Click the Save button to save changes.  
Connecting Termination Hardware to a Backbone Cable  
To connect Termination Hardware to a Backbone Cable, go to the  
Backbone Cables tab in the List View. See “Adding a Backbone” on  
Connecting to a Horizontal Link  
To connect Termination Hardware to a workspace asset via a Horizontal  
Link, go to the Horizontal Links tab. See “Horizontal Links” on page 4-14.  
Connecting to a Grounding Conductor  
Assets  
Before adding assets, the geographical structure of your company  
should be set up in the Navigator Tree. Assets can then be associated  
with the physical spaces in which they reside.  
Setting Up Asset Types  
There are two categories of Assets in Cable Management: Backbone  
Assets and Workstation Assets. Backbone Assets include those assets  
associated with a Telecommunication Space, such as a hub or router.  
Workspace Assets are those associated with workspace and faceplate  
connections like a computer, fax, or telephone.  
Cable Management comes with many asset types already defined for  
you. If, however, you wish to track a type of asset that has not been  
defined, you can define it yourself.  
Step 1 To set up Asset Types for your infrastructure, select the yellow ellipsis  
button to the right of the asset type field in the Detail pane.  
Step 2 Click the Add button.  
Step 3 Enter the Device Type.  
Step 4 Select a Category from the drop-down list for the next column:  
Workstation/Data, Backbone/Data, Voice/Modem, Backbone/Voice, or  
Other.  
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Step 5 The Descriptions columns allow you to assign descriptions you want to  
include for each kind of Asset. For example, for a computer, which is a  
Workstation/Data asset, you might want to include Model, Serial Number,  
CPU, RAM, Hard Drive, and Operating System (O/S).  
Step 6 Click Save to save your input.  
Step 7 To delete any asset type, click on the type, click the Delete button, and  
then click Save before exiting the window.  
Backbone Assets  
Backbone assets include hubs, switches, or routers that connect to  
backbone cables.  
Adding a Backbone Asset  
Step 1 Click the location in the Navigator Tree where you want to add a  
backbone asset.  
Step 2 Click on the Assets selection in the List View pane drop-down field.  
Step 3 Click Add.  
Workstation Assets  
Workstation assets include computers, printers, fax machines, and  
similar equipment.  
Adding a Workstation Asset  
Step 1 Click on the Work Area in the Navigator Tree where you want to add an  
asset.  
Step 2 Click on the Assets section in the List View pane drop-down field.  
Step 3 Click the Add button.  
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Financials  
The Financials feature allows you to depreciate assets automatically. To  
do so, follow this procedure:  
Step 1 Click the Financials tab in the Detail area after selecting the needed  
asset in the spreadsheet area.  
Step 2 Click the button next to the Receipt Date field.  
Step 3 The Select Date calendar appears. Use the arrows at the bottom of the  
calendar or in the drop-down fields to find the month and year during  
which the asset was received at your facility, and click the appropriate  
date. Once the appropriate date has been selected, the calendar pop-up  
will close and the selected date will appear in the Receipt Date field  
Step 4 Depreciation Type is Straight Line. Enter the Original Value, Salvage  
Value, and Useful Life (in months). Cable Management automatically  
computes the Months in Service, Current Value, and Account  
Depreciation (cumulative depreciation).  
Horizontal Links  
Set up horizontal links in Cable Management between termination  
hardware and faceplates. To be able to set up a horizontal link, you  
must first have set up the following:  
• A faceplate in the workspace (see “Faceplates” on page 4-8).  
Termination hardware in the termination room you wish to connect to.  
The horizontal link is usually set up between a Workspace and a Telecommunication  
Space.  
NOTE  
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Horizontal Link (HL) Info  
Setting up a horizontal link  
Step 1 In the Navigator Tree, highlight the faceplate on the space where you  
want the link to originate.  
Step 2 Select the Horizontal Links category in the drop-down field in the List  
View section (upper right pane) of the screen.  
Step 3 Click the Add button in List View. The HL Info tab will be selected in the  
Detail View (lower right pane).  
Step 4 Select the type that applies to the type of horizontal link you are creating:  
Voice, Data, or Unused. An Unused HL is set up if the HL is cabled, but it  
is not yet determined whether it will carry voice or data.  
Step 5 Fill in the HL ID. Pressing the Tab key after inputting the HL ID field will  
populate the Cable ID field with the same name or number as a default. If  
desired, change this to specify a unique Cable ID. Specify Pairs Used;  
select Conn. Rating and Cable Type.  
Step 6 The HL Info tab also contains an Outlet Connector Type group box (# of  
Positions, PIN Config., Term. Type, Manufacturer, Part #, and Port  
Color), a Contact frame, a Connected Asset frame, and a Location  
frame. Location is automatically populated with the faceplate from the  
Navigator Tree.  
Step 7 If you have selected the Voice type, a Backbone Connection frame  
(Asset Name, PBX/Switch Port, Extension) appears on the tab.  
Step 8 A fifth tab, Key Sheet, also appears if you've chosen Voice.  
Step 9 If you've selected the Data type in the drop-down field, the Backbone  
Connection frame appears with Asset Name, Asset Port, IP Address,  
Mainframe PU, and boxes for LU's.  
Only basic information about the Horizontal Link is required to Save and continue.  
NOTE  
Defining Horizontal Links  
Cable Management comes with many Horizontal Link types already  
defined for you. If, however, you wish to track a type of Horizontal Link  
that has not been defined, you can define it yourself.  
Step 1 To set up Horizontal Link types for your infrastructure, select the yellow  
ellipsis button to the right of the Termination Hardware type field in the  
Step 2 Click the Add button.  
Step 3 Enter the Device Type.  
Step 4 The Descriptions columns allow you to assign descriptions you want to  
include for each kind of Horizontal Link.  
Step 5 Click Save to save your input.  
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Step 6 To delete any Horizontal Link type, click on the type, click the Delete  
button, and then click Save before exiting the window.  
Connecting Contacts to a Horizontal Link  
Only the basic information in the Horizontal Link Type Frame is required  
for you to continue setting up a Horizontal Link. You may, however,  
select users associated with this link.  
Step 1 Click the yellow ellipsis button next to the Contact field.  
Step 2 The Select Contact window pops up with all users associated with the  
space for the selected Horizontal Space. To find the correct user easily,  
you can sort any column by clicking in the column heading. A user can  
also select Set Location to connect to a contact not presently located in  
the same space or to locate a user.  
Step 3 Select the user and click OK.  
Connecting Workstation Assets to a Horizontal Link  
Step 1 In the Connected Asset group box, click the yellow ellipsis button next  
to the Name field.  
Step 2 The Attach Asset window appears. Only other workstation assets  
appear in this window and are available for connection.  
Step 3 To find the correct asset easily, you can sort any column by clicking in the  
column heading.  
Step 4 Select the asset and click Connect. The grayed Number and Type fields  
are populated.  
Connecting a Data Horizontal Link to a Backbone Asset  
Step 1 In the Backbone Connection group box, click the yellow ellipsis button  
next to the Asset ID field.  
Step 2 The Attach Asset window appears with the available backbone assets  
listed. To find the correct asset easily, you can sort any column by  
clicking in the column heading. Select the asset to which you wish to  
attach, and click Connect.  
Step 3 Click the button next to the Asset Port field.  
Step 4 The Port/Pairs window pops up. Select the port the horizontal link will  
connect to and click the OK button. The ID address for the backbone  
asset will be automatically populated.  
Step 5 5. Click Save.  
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Connecting a Data Horizontal Link to a Mainframe Asset  
Step 1 From the Data Horizontal link, go to the Backbone Connection group  
box.  
Step 2 Click the ellipsis button next to the Mainframe PU field.  
Step 3 The Attach Asset window appears with Mainframe Assets listed. To find  
the correct asset easily, you can sort any column by clicking in the  
column heading. Select the mainframe to connect to. Click Connect.  
Step 4 Enter all appropriate LU's. Click Save.  
Connecting a Voice Horizontal Link to a Backbone Asset  
Step 1 In the Backbone Connection group box, click the ellipsis button next to  
the Asset ID field.  
Step 2 The Attach Asset window appears, with the voice backbone assets  
listed. To find the correct asset easily, you can sort any column by  
clicking in the column heading. Select the asset the voice horizontal link  
will connect to. Click Connect.  
Step 3 Enter the PBX/Switch Port and the Extension in those fields. Click Save.  
Connecting a Horizontal Link to Termination Hardware  
This is where the horizontal link would be punched down to termination  
hardware in the physical infrastructure. In the HL Hardware Sequence  
tab, three radio buttons are available:  
No Consolidation Point - Most Horizontal Links are made with No  
Consolidation Point. This is the case with a simple data connection  
from a faceplate in a workspace to termination hardware (a Patch  
Panel or Wiring Block) in a Telecommunication Space.  
Consolidation Point - A Consolidation Point is rarely used. When it  
is, it is used to bring a high pair count cable from Termination  
Hardware in the Closet (Patch Panel or Wiring Block) to a central  
location in the ceiling (column, office furniture, under the floor)  
terminated in Termination Hardware.  
Cross Connect w/CP - A Consolidation Point with Cross-Connect  
uses two pieces of termination hardware to connect the large pair  
cable from the Closet to a small pair cable at the Faceplate with the  
cross-connect in-between.  
Identifying Horizontal Link Pathways Used  
Establish Pathways first using the Pathways tab. See “Adding a Pathway”  
on page 4-26 and then do the following:  
Step 1 On the Horizontal Link, click the Pathways Used tab.  
Step 2 Click the Add button in the Detail area.  
Step 3 The Select Location window appears. Select the Pathway the  
Horizontal Link will use.  
Step 4 Click Accept. Pathway information populates the form.  
Step 5 Click Save.  
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Editing the Key Sheet  
The Key Sheet is used to describe the type of phone, type of phone  
connection (line) from the phone switch, and voicemail information.  
The Key Sheet tab appears when you are creating a Voice/Modem  
horizontal link. The top bar contains fields that apply to the physical  
telephone: Button Table, Speaker, Phone Type, and Call Display.  
The form on the lower part of the tab contains information pertaining to  
the actual connection.  
Step 1 Click the Add button in the Detail area to enter Line, Extension, and  
COS.  
Step 2 You can check R (Ring) and Mail check boxes if applicable. Enter Fwd  
To, Conditions, Pick, Hunt, and ACD.  
Step 3 A comments box is provided for any additional information.  
Step 4 Add as many lines as you want by clicking the Add button.  
Step 5 Click Save when you are done.  
Connecting a Horizontal Link to a Grounding Conductor  
Splices  
Adding Splices  
Backbone cables between termination hardware often need to be spliced  
together. The splice is housed in a container known as a closure.  
Multiple splices can be housed within one closure.  
Adding splices to the closure  
Step 1 Highlight the space where you want to set up a splice. A backbone cable  
may already exist, but this is not required to set up the splice.  
Step 2 Click Splices in the drop-down field in the List View pane.  
Step 3 Click the Add button in the Spreadsheet area. Place the cursor in the  
Closure ID field.  
Step 4 Enter the Closure ID.  
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Splice Types (User Defined)  
Adding user-defined splices to the closure  
Step 1 Click the Add button in the Detail View. Enter the splice ID in the Splice  
ID column.  
Step 2 In the Type column, enter the splice type you wish to add, or select a  
type previously input.  
Step 3 In the Equipment column, enter the equipment you wish to add, or  
select existing equipment from the drop-down list.  
Step 4 In the Manufacturer column, enter the manufacturer you'd like to add, or  
select an existing manufacturer from the drop-down list.  
Step 5 In the # of Pairs column, enter the maximum number of cable pairs that  
this splice can contain.  
Step 6 Click Save when you are done.  
Connecting a Backbone Cable to a Splice  
This must be done from the Backbone area. See Backbones  
Once you have spliced a backbone cable, you can view all backbones  
connected to a splice in the Connected Backbones tab of the splice's  
Detail View.  
Backbones  
Backbone Cables  
Backbone cables are run between termination hardware. These cables  
are often commonly known to run from building to building and closet to  
closet.  
Note: Cable Management was built to allow for several connection types  
depending on the end user's needs. By providing this functionality,  
Cable Management will allow for Backbone Cables to connection to  
Hardware, through Splices, and Backbone related Assets if needed.  
In Cable Management, adding a Backbone Cable is comprised of a  
number of steps reflected in the tabs in the Backbone Cables Detail  
View.  
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Adding a Backbone  
Step 1 Highlight the space on the Navigator Tree where the backbone cable will  
start.  
Step 2 Click the Add button in the List View area.  
Step 3 In the Detail View Backbone Info tab, enter the backbone's ID in the  
Backbone ID field.  
Step 4 Select a Backbone Type from the drop-down list.  
Step 5 Enter Cable Length, Start Pair/Strand, and End Pair/Strand. The  
grayed Number of Pair/Strands field is populated automatically.  
Step 6 Click Save.  
Defining a Backbone  
Cable Management comes with many Backbone types already defined  
for you. If, however, you wish to track a type of Backbone that has not  
been defined, you can define it yourself.  
Setting up a backbone type  
Step 1 In the View Detail area, select the yellow ellipsis button to the right of the  
Backbone Type field.  
Step 2 Click the Add button.  
Step 3 In the pop-up Customizable Fields window, enter the Backbone Type.  
Step 4 The Descriptions columns allow you to assign descriptions you want to  
include for each kind of Backbone.  
Step 5 Click Save to save your input.  
Deleting a Backbone type  
Step 1 Click the yellow ellipsis button next to Backbone Type.  
Step 2 Click to select the type to delete.  
Step 3 Click the Delete button.  
Step 4 Click Save before exiting the window.  
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Backbone Source  
Setting up the backbone source  
Step 1 Click the Source tab. The Connection Location box is populated with the  
selected source location.  
Step 2 In the Connection Device Type box, click the appropriate radio button:  
Termination Hardware if this backbone starts on termination  
hardware.  
Splice Enclosure if the backbone starts at a splice.  
Asset if the backbone starts at an asset.  
Step 3 Click Save.  
Backbone Source  
Step 1 Click the Source tab. The Connection Location Select group box is  
populated with the selected source location.  
Step 2 The Connection Device Type frame contains radio buttons labeled  
Termination Hardware, Splice Enclosure, or Asset.  
Step 3 Click the Termination Hardware button if this backbone starts on  
termination hardware.  
Step 4 Click the Splice Enclosure button if the backbone starts at a splice.  
Backbone Destination  
The Destination tab functions similarly to the Source tab, except that  
the Connection Location Select information is not populated.  
Setting up the backbone destination  
Step 1 Click the Set Location button in the Detail area to open the Location  
window.  
Step 2 Select the Destination from the tree. Building, Floor, and Space are  
populated, unless you are connecting from an outdoor space, such as a  
Utility Pole. In that case, only Space is populated.  
Step 3 Click Accept.  
Step 4 In the Connection Device Type box, click the appropriate radio button:  
Termination Hardware if this backbone ends on termination  
hardware.  
Splice Enclosure if the backbone ends at a splice.  
Asset if the backbone ends at an asset.  
Step 5 Click Save.  
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Backbone Pair/Strand Details  
Pair/Strand Details shows the status of every pair/strand on the current  
backbone cable. For every backbone cable attached to the highlighted  
space on the Navigator Tree, the Status column reflects whether the  
port or position is Available or Used. If a port becomes damaged, you  
can also change it here.  
Changing the status of a port  
Step 1 Click in the Status cell and select Damaged from the drop-down list.  
Step 2 Click Save.  
You cannot change the status from Available to Used. To accomplish  
that, you must make or break the connection in the Source and  
Destination tabs.  
Backbone Cross-Connects  
The Cross-Connects tab shows status for Source and Destination cross-  
connects. This form can be edited. Note that cross-connects are only  
applicable at the backbone ends that are connected to termination  
hardware.  
Step 1 To make a cross-connect, click the Connection Type for the cable pair  
to which you wish to cross-connect. A drop-down list appears with  
Available, Horizontal Link, Backbone Cable, and Asset.  
Step 2 Choose the type of cable (or asset) to which you want to cross-connect.  
In order to cross-connect to cable, that cable must be connected to  
termination hardware.  
Step 3 Click in the Connection ID cell and select the ID of the item to which you  
are cross-connecting. Only items connected to termination hardware in  
that backbone's space are available.  
Step 4  
Click the cell in the Pair # column. The Select Items window appears  
with a list of the available pairs/strands for the selected item. Select the  
pairs/strands to which you are cross-connecting.  
Step 5 The Termination Hardware and Port/Pos columns will automatically  
populate with the termination hardware to which the other end of the  
cross-connected cable is attached.  
Identifying Backbone Pathways Used  
The Pathways Used tab identifies the Pathways in which the backbone is  
located. When adding Pathways, add them in order from Source to  
Destination.  
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Adding pathways used  
Step 1 Highlight the Pathways Used tab.  
Step 2 Click the Add button in the Detail area. The Location window appears.  
Select the first Pathway this backbone is in. Click Accept.  
Step 3 Segment, Pathway ID, Pathway Type, and Source are populated on the  
table.  
Step 4 Click Save to save the new information. The Segment column identifies  
the order in which the backbone uses each of the pathways.  
Connecting a Backbone to a Grounding Conductor  
If a Grounding Conductor has been set up in the Grounding tab and  
connected to the current backbone, the Bonding Conductor ID field will  
be populated in the Backbone Info tab.  
Grounding  
Grounding runs excess electrical current to ground. Grounding is needed  
for backbone cables, assets, pathways, and termination hardware. In  
Cable Management, a busbar must be set up prior to setting up  
grounding conductors. See Adding Busbars.  
Adding Busbars  
Busbars have to be set up prior to conductors.  
Step 1 Click the space that contains the grounding busbar.  
Step 2 Select the Grounding category in the List View.  
Step 3 Click the Busbars radio button and then the Add button in the List View  
area.  
Step 4 The Location box in the Detail View is populated with the space where  
the busbar will be set up.  
Step 5 Enter the ID in the Busbar ID field.  
Step 6 Select the busbar type from the drop-down list in the Busbar Type field.  
Step 7 Click Save.  
TMGB (Telecommunications Main Ground Busbar) is the main busbar that goes  
directly to the earth ground. The Grounding Conductor ID is the main conductor that  
connects the TMGB to the ground. The TGB (Telecommunications Ground Busbar)  
is a busbar that will connect to a conductor. Select it from the Busbar Type drop-  
down list. No other fields appear on the tab when TGB is selected.  
NOTE  
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Setting Up Infrastructures  
Adding a Conductor  
You can add a conductor after adding appropriate busbars for the  
highlighted space.  
Step 1 At the top of the List View, click the Conductors radio button.  
Step 2 Click the Add button in the List View.  
Step 3 In the Conductor Info tab, enter the Conductor ID.  
Step 4 Select the type from the Conductor Type drop-down list.  
Step 5 In the Source box, Building, Floor, and Space are populated with your  
location on the Navigator Tree. Click the yellow ellipsis button next to the  
Busbar ID field.  
Step 6 From the Select Item window, select a busbar located in that space.  
Step 7 Click Accept.  
Step 8 In the Destination box, click the Set Location button.  
Step 9 In the Location window, select the destination location.  
Step 10 Click Accept. Building, Floor, and Space are populated.  
Step 11 Select the type from the Dest. Type drop-down list.  
Step 12 Complete the appropriate fields depending on which destination type you  
selected:  
Asset - Asset ID, Type, and Name fields appear in the Destination  
box. Click the button next to the Asset ID field. When the Select Item  
window appears, select the Asset ID and click OK. The Type and  
Name fields are automatically populated.  
Backbone - Backbone ID and Type fields appear. Click the button  
next to the Backbone ID field. When the Select Item window appears,  
select the Backbone ID and click OK. The Backbone ID and Type  
fields are populated.  
Busbar -Busbar ID and Type fields appear. Click the button next to the  
Busbar ID field. When the Select Item window appears, select the  
Busbar ID and click OK. Busbar ID and Type fields are automatically  
filled in.  
Pathway - Pathway ID and Type fields appear. Click the button next to  
the Pathway ID field. When the Select Item window appears, select  
the Pathway and click OK.  
Term HW - Term HW ID and Type fields appear. Click the button next  
to the Term HW ID field. When the Select Item window appears, select  
the Term HW ID and click OK. The Type field is automatically filled in.  
Step 13 Click Save to save all input information.  
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Conductor Pathways Used  
Step 1 To ground a pathway, click the Connected Pathways tab, and then click  
the Add button.  
Step 2 The Select Location window appears. Highlight the pathway you wish to  
ground. Click OK.  
Step 3 Pathway ID, Pathway Type, Source Space ID, and Dest Space ID are  
populated.  
Step 4 Click Save to save all input information.  
Firestops  
A firestop is needed any time you penetrate a firewall, i.e., a floor,  
ceiling, or wall. The firestop provides a fire barrier in case there is a fire  
in your facility. Each firestop has a burn-time limit associated with it-a  
rating in hours.  
Adding a Firestop  
A firestop is needed anytime you penetrate a firewall, i.e., a floor,  
ceiling, or wall. The firestop provides a fire barrier in case there is a fire  
in your facility. Each firestop has a burn-time limit associated with it-a  
rating in hours.  
Adding firestops in your infrastructure  
Step 1 On the Navigator Tree, highlight the space where the firestop material  
will be located.  
Step 2 Select the Firestops category from the drop-down list in the List View  
section of the window.  
Step 3 Click the Add button in the List View. In the Firestop Info tab, the Source  
box shows the space highlighted in the Navigator Tree.  
Step 4 In the Info tab, fill in the Firestop ID, Manufacturer, and UL# fields.  
Step 5 In the Destination box, click the Set Location button.  
Step 6 When the Location window appears, highlight the destination for the  
firestop, and click Accept.  
Step 7 Click Save.  
Only the Firestop ID and the Destination are required to save Firestop information.  
NOTE  
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Setting Up Infrastructures  
Connecting a Firestop to a Pathway  
Connecting a Firestop to a Pathway must be done via the Pathways-  
Connected Firestops tab. See Connecting a Pathway to a Firestop.  
The Connected Pathways tab displays information from the Pathways  
category. When you connect to a firestop from a pathway, the  
information will appear here. You cannot connect to a pathway from this  
tab.  
Pathways  
Pathways house and transport cables within your company's  
infrastructure. Pathways can be set up at any time, but to connect them  
to backbone cables, termination hardware, or horizontal links, these  
should be set up first.  
Adding a Pathway  
Adding Pathway Info  
Step 1 Highlight the space that will be the Source space for the Pathway.  
Step 2 Click the Pathways option in the List View.  
Step 3 Click the Add button.  
Step 4 Enter the Pathway ID.  
Step 5 From the drop-down list, select the type of Pathway being used for this  
space: Aerial, Cable Tray, Conduit, Innerduct, OSP Conduit, OSP  
Raceway, or Raceway.  
Cables in Pathways  
The Cables in Pathways tab shows all the horizontal links and backbones  
connected to the selected pathway. To specify that a cable uses a  
particular pathway, you must set up the link from that cable's Pathways  
Connecting a Pathway to a Firestop  
Firestops must first be set up in the Firestops tab.  
Step 1 Click the Connected Firestops tab on the Pathways Detail View for the  
selected pathway.  
Step 2 Click the Add button in the Detail View.  
Step 3 When the Location window appears, highlight the firestop to which you  
wish to connect, and click Accept.  
Step 4 Click Save.  
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Connecting the Pathways  
All pathways set up within your facility can be interconnected. You  
should, however, be aware of situations where it would not be  
reasonable to connect certain pathways together, e.g., pathways in  
different buildings. Use the connections judiciously.  
Connecting to another pathway  
Step 1 Click the Connected Pathways tab on the Pathways Detail View for the  
selected pathway.  
Step 2 Click the Add button in the Detail View.  
Step 3 When the Location window appears, select the pathway to which you  
wish to connect, and click Accept.  
Step 4 Click Save.  
Contacts  
Adding Contacts is not required by Cable Management to manage your  
infrastructure. Your company may, however, want to list contacts, such  
as users, outside consultants, contractors, support, and the horizontal  
links associated with their workspaces for your internal network users.  
The Contacts utility is also a practical place to keep track of employees  
and their workspaces, as well as the assets they use.  
Adding a contact  
Step 1 From anywhere in the Navigator Tree, select the Contacts category from  
the drop-down list in the List View. Any contacts already entered will be  
listed  
Step 2 Click the Add button in the Info tab of the Contacts Detail View.  
Step 3 Fill in the First Name and Last Name fields. These are the only required  
fields. You can also enter Employee ID, Department, Title, E-mail, and  
Phone Number, as well as User Name, Passwords, permission levels,  
and User Type.  
Step 4 If you are entering the Contact information from a space other than the  
user's workspace, click on the Set Location button in the Location box  
to find that workspace and associate the user with it.  
Step 5 When the Location window appears, highlight the space where the user  
is located, and click Accept.  
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Setting Up Infrastructures  
Defining a Contact  
Cable Management comes with many Contact types already defined for  
you. If, however, you wish to track a type of Contact that has not been  
defined, you can define it yourself.  
Define a contact type  
Step 1 In the View Detail area, click the yellow ellipsis button to the right of the  
User Type field.  
Step 2 In the pop-up Customizable Fields window, click the Add button.  
Step 3 In the newly added row, enter the Type.  
Step 4 The Descriptions columns allow you to assign descriptions you want to  
include for each Contact Type.  
Step 5 Click Save to save your input.  
Deleting a contact type  
Step 1 Click the yellow ellipsis button next to User Type.  
Step 2 Click to select the type to delete.  
Step 3 Click the Delete button.  
Step 4 Click Save before exiting the window.  
Adding Departments  
You can add new departments in the Departments field. When adding a  
user who is affiliated with a department not previously recorded, enter  
that department in the Departments field. It becomes a selection in the  
drop-down list available when you are recording other users.  
Connecting a User to Horizontal Links  
By clicking on the Connected HLs tab, you may assign horizontal links to  
this user. If a horizontal link has already been connected, it will be  
displayed when you click the tab. One user may be assigned to several  
horizontal links.  
Step 1 In the Connected HLs tab, click the Add button.  
Step 2 When the Horizontal Link window appears, click the HL you wish to  
connect to.  
Step 3 Click Accept.  
Step 4 Click Save to save the information.  
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Creating Cable Management Specific Users  
Use the Contacts area to also manage the users with access to Cable  
Management. When adding users in Cable Management, give each one a  
User name in the Contacts Info tab Detail View. If you have  
Administrator permission, you can then select the level of read/write  
access for that user: Read Only, Administrator, or None.  
Only an Administrator will see the fields described above and be allowed to build  
users and grant certain access levels to those users.  
NOTE  
Reports  
Cable Management's Report Creator feature, designed to reinforce and  
enhance Cable Management's documentation capabilities, allows you to  
print comprehensive reports about your infrastructure. The Report  
Creator link is located on the Cable Management Main Page and can be  
used to gain access to all built-in Cable Management reporting  
capability.  
See also Notes and Attachments for more Cable Management  
documentation features.  
How to Run a Report  
Generating a report from the Report Creator  
Step 1 Click the Report Creator link on the Main Page. The Cable Management  
Report Creator window appears, listing available reports.  
Step 2 Click on the link or name of the report you wish to run. A window specific  
to the selected report appears - e.g., the Asset Report window. There are  
four sections in the report window. These allow you to customize the  
information that appears in your report, and how it is displayed. The four  
sections are:  
—Selection Criteria  
—Group by/Sorting  
—Report Detail  
—Header Color   
(See details of each section in Sorting, Filtering, and Grouping  
Reports.)  
Step 3 To generate a report from the report window, select Generate Report.  
Step 4 The report will open in HTML format in your default web browser. From  
this window, you can print the report or save it as an HTML file.  
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Setting Up Infrastructures  
Sorting, Filtering, and Grouping Reports  
Selecting Data for a Report  
Each report has selection criteria specific to that report. These criteria  
filter the report.  
For example:  
—The Horizontal Link Cable Report window contains radio buttons to  
select All Criteria, By Date Tested, By HL Type, and By Location.  
—Selecting All means that all Horizontal Links stored in Cable  
Management are included in the report.  
—If you filter By Date Tested, the HLs shown on the report will be those  
within the date range you have specified in the From and To fields.  
—Filtering by a specific HL Type, such as Voice, means the report will  
only show the voice horizontal links.  
—If you filter by Location, the report will list all horizontal links for the  
location you have specified.  
Grouping Data on a Report  
Select a radio button in the Group By frame by None or Type, e.g.,  
Asset Type, Backbone Type, Pathway Type. Certain reports have more  
ways to group, such as Mainframe Detail Report, which has radio  
buttons for None, Controller/Gateway, Location, and PU ID.  
Sorting a Report  
The data can be sorted. You can sort what you'll see on the report by up  
to three fields, and in either ascending or descending order.  
Report Detail  
In the Report Detail area, you may check details specific to that report  
for inclusion. For example, in the Asset Details report you may check  
Show Accounting Information and/or Show Attributes. In the Space  
report, you may select Show Faceplates.  
Header Color  
The Header Color allows you to use colored headings for various parts of  
the report. Check the Use Color icon, and select colors for Title, Group  
Header, Detail Header, and Detail Entry.  
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Setting Up Infrastructures  
4-31  
The Print Details Button  
You may also print out all detailed information for a specific item by  
clicking the Print Details button at the top of the List View section of the  
Cable Management user interface.  
For example:  
Step 1 Click the Print Details button. The View Detail section for the record  
opens in your default Internet browser.  
Step 2 Print the report from the browser.  
Available Reports  
The following reports can be viewed and printing using Cable  
Management's Report Creator:  
Asset Report can be filtered by Date Received, Type and Model, and  
Department and Location of Asset. The report can detail Accounting  
Information and Attributes of the asset.  
Backbone Report can show all backbones in a given location, and  
can be sorted by Backbone Type. The report detail can show pair/  
strand usage and attached backbone devices.  
Horizontal Link Cable Report can be filtered by Date Tested, HL  
Type, or Location.  
• You can arrange the Key Sheet Detail Report by Department Name  
or Location.  
• The Mainframe Report can be filtered by Controller/Gateway or  
Connection Rating, and also be grouped by PU ID.  
• You can filter the Network Backbone Asset Report by Backbone  
Asset Type, Backbone Device, or Backbone IP Address.  
Pathway Report shows pathways selected according to Pathway  
Source or Pathway Destination. The information can be grouped by  
Pathway Type.  
Space Report can be filtered by Department Name, Connection  
Rating, or Location.  
TR Report can be filtered by Backbone Type, HL Category, TR Type,  
or HL Rating.  
• The Circuit Trace Report can trace a circuit from a user asset, or a  
horizontal link, through cross-connections and straight connections to  
termination hardware and ending at a backbone asset.  
• You can filter the Contact Report by Last Name, Department, or  
Location.  
An additional report is available from Cable Management's List View  
The Detail Report gives you all details for a specific cabling category,  
e.g., Asset, Termination Hardware, Horizontal Link, etc. You can  
generate this report by selecting the record in the List View and clicking  
the Print Details button. See “The Print Details Button” on page 4-31.  
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Setting Up Infrastructures  
Spreadsheet Tool  
Spreadsheet Tool (Import from Excel)  
One of Cable Management's most useful tools is its ability to bulk-load  
large amounts of existing data into the Cable Management database.  
With this tool, any kind of data that can be converted or imported into a  
Microsoft Excel spreadsheet can be transferred with a few clicks to your  
Cable Management database. This is particularly valuable when you are  
transferring your existing network documentation from other databases  
or spreadsheets to Cable Management.  
About the Spreadsheet Tool  
The Spreadsheet Tool consists of a multi-worksheet spreadsheet with  
macros that simplify and speed up the process of adding network  
infrastructure data to a Cable Management database. Here's an  
overview of how it works:  
Step 1 Each worksheet's columns correspond to the Cable Management data  
fields for that network component category. Using any import or copy-  
and-paste option available, you add your existing data to the worksheet.  
Step 2 Next, you use the tool's Check Data macro to verify the data's integrity  
and identify data that cannot be authenticated.  
Step 3 When you activate the Import Data macro, all authenticated data on the  
worksheet is uploaded to the specified Cable Management database.  
Launching the Spreadsheet Tool  
The Spreadsheet Tool is shipped on the Cable Management installation  
CD and is a standalone Excel file that you can copy to the Cable  
Management server or to any client PC that has access to the Microsoft  
SQL database server. You can open the tool from either the Cable  
Management Install menu, or directly from Excel.  
Step 1 Make sure your Excel configuration is set to allow macros. (Set macro  
security to Medium or Low.)  
Step 2 From the Cable Management Install screen, click on Accessories and  
then Spreadsheet Tool on the submenu page.  
Step 3 If a Security Message dialog box appears, click the Enable Macros  
button.  
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Step 4 The tool will open as a spreadsheet with the following tabbed  
worksheets, and a Help tab:  
—Assets  
Termination Hardware  
—Backbone Cables  
—Horizontal Links  
—Users  
Each component's worksheet functions independently of the others. The data  
categories are specific to that component, and the Check Data and Import Data  
macros work only with the data on the currently open worksheet. This ensures the  
accurate, successful transfer of data.  
IMPORTANT  
Using the Import Tool to Transfer Data to Cable Management  
The procedure for using the Cable Management Spreadsheet Tool is fast  
and simple, requiring only three overall steps:  
• Adding data to the Import Tool  
• Checking the data against the existing database contents  
• Importing the data  
Adding data to the Import Tool  
Step 1 After opening the Spreadsheet Tool spreadsheet, click the worksheet tab  
for the type of data you want to import (Assets, Termination Hardware,  
Backbone Cables, Horizontal Links, or Users).  
Step 2 Use Excel's import function to add data from other files, or copy-and-  
paste data from other Excel spreadsheets, or directly key data into the  
tool's worksheet. (Note that all required fields are marked with an *  
asterisk.)   
Recommendations: Before adding your data to the Import Tool, it's a  
good idea to sort the original file to match the order of the data in the  
Import Tool's spreadsheets. It's also a good practice to make sure that  
the data to be imported adheres to the Cable Management fields'  
requirements for length and data format.  
MA4000 Expense Management Cable Management User Guide - Issue 1  
 
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Setting Up Infrastructures  
Checking Data  
Step 1 With the active worksheet containing the data you wish to import, click  
the Check Data button.  
Step 2 If this is your first time using this function after launching the Spreadsheet  
Tool, an SQL Server Login window will open so you can access the  
database. In the top half of window, select the correct Server, and enter  
your Login ID and Password as needed.  
If you are loading data into more than one database, you must close the tool and  
reopen it to switch to a different database.  
NOTE  
Step 3 Click the Options>> button to open the bottom half of the window where  
you can select the correct Database from the drop-down list.  
Step 4 When done, click OK.  
The Check Data macro will authenticate the data in that particular  
worksheet against the data in the database you've selected. When the  
Check Data function is finished, the data in your spreadsheet will be  
displayed in one of three colors (which are also documented on the  
Help worksheet tab in the tool itself):   
Black if the data checked out all right. Data rows that return in black  
will be imported.   
Red if the row of data is considered invalid. Data in red will not be  
imported. A data row may be marked red/invalid for a variety of  
reasons:  
• The data in one or more fields doesn't match the correct format - a  
numerically formatted field contains text, a date is invalid or uses  
the wrong date format, the data does not match a option (e.g., a  
Horizontal Link type may only be Data, Voice, or Unused; if that  
field in the spreadsheet contains another value, or if the  
information doesn't use the same capitalization as the format, the  
row is marked invalid).  
• A required field has been left blank.  
• A unique data item already exists in the database.  
• A unique data item appears more than once on the spreadsheet.  
Purple if that data will create a new infrastructure item when it is  
imported. Purple is applied to individual cells, rather than complete  
rows. For example, if an asset being imported is located in a building  
already documented in the database, but on a floor that has not yet  
been documented, the import process will create the new floor first and  
then associate the asset with it.  
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4-35  
Importing Data  
Step 1 With the checked data displayed in the active worksheet, click the  
Import Data button.  
Step 2 The data will be copied into the selected Cable Management database.  
Step 3 When the import process is finished, a message box will appear with the  
message, "Data Successfully Imported for X Rows," with X indicating  
the number of rows successfully imported.  
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4-36  
Setting Up Infrastructures  
MA4000 Expense Management Cable Management User Guide - Issue 1  
Appendix - 1  
Appendix  
Product Functionality  
Termination Hardware  
Termination hardware for all cabling infrastructure is easy to set up.  
Cable Management makes it simple to locate termination hardware  
when you need to move cabling; it's also easy to track ports/positions  
and to see how each is being used. See “Adding Termination Hardware”  
Ability to see termination hardware port/position details/status  
You can see status and details of termination hardware ports/positions.  
The Port/Pos. The Details tab of the Termination Hardware feature lists  
the ports/positions, Cable Type, Cable ID, and Backbone Pairs/Strands.  
There is also an editable Status column that will automatically show  
Available or Used status, and which you can edit to Damaged should a  
port/position become damaged.  
Cross-Connects  
Cross-Connects between backbone cables, between horizontal links and  
a backbone cable, and between a backbone cable and an asset are now  
easy input and tracked. See “Horizontal Links” on page 4-14, and “Adding a  
Firestops  
You can keep track of the location and type of every firestop in your  
infrastructure. When new cabling entrances through firewalls are  
created, the associated new firestop can be recorded. In addition,  
firestops can be connected to pathways via the Pathways tab.  
MA4000 Expense Management Cable Management User Guide - Issue 1  
       
Appendix - 2  
Product Functionality  
Grounding  
Grounding for backbone cables, assets, pathways, and termination  
hardware can be set up in Cable Management. The busbar and  
conductors can be connected to pathways.   
Splices  
You can track the splices in backbone cables in Cable Management. See  
Pathways  
Pathways that house and transport cables within a company's  
infrastructure are easily tracked in Cable Management. The pathways  
can be interconnected. Cables in the pathway are listed. See “Adding a  
Ability to see backbone pair/strand details/status  
The Pair/Strand Details tab of the Backbone Cables feature allows you to  
see and track source and destination of cables, ports/positions, and  
whether the pairs/strands are available, used, or damaged. See  
Filtering Logic-Navigator Tree  
The information you see in the List and Detail View sections on the right  
side of the window is filtered by your location in the Navigator Tree. For  
example, if you highlight a campus, and then select Horizontal Links,  
you will see all the HLs for the entire campus. If you highlight a  
Faceplate, you will see only the HL(s) for that Faceplate.  
Reports  
With Cable Management, reports are output to HTML. When generated,  
they will appear as you have specified them in your web browser, and  
can be printed in color. See “Reports” on page 4-29.  
Reporting capabilities include the ability to print details of any record  
directly from List View. Report types include Asset details, Space details,  
TR details, and Backbone, Horizontal Link, and Mainframe information.  
Cable Management's sorting/filtering/grouping logic means that you can  
create reports showing only information you actually need at a given  
time. It's easy to make reports specific to details of your cabling  
infrastructure.  
MA4000 Expense Management Cable Management User Guide - Issue 1  
For additional information or support on this NEC Inforntia product,  
contact your NEC Infrontia representative.  
NEC  
NEC Infrontia Corporation  
MA4000 Expense Management Cable Management User Guide  
NDA-31010, Issue 1  

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