User Collections Configuration

Article author
Josh L
  • Updated

The Collections feature will allow administrators to group users and apply specific policies, (policy) filtering schedules, and block pages to users within a collection on a granular level. Reports and query logs can also be filtered on a per-collection basis, to enable more detailed reporting and troubleshooting.

For example, use a Collection to assign Policy A to Marketing and Policy B to Executives, rather than going into each roaming client or User (Deployment > Users) and changing the policy one-by-one.

Creating a Collection

To place users into a Collection, you must first have either synced users with the Active Directory Sync Tool or already deployed the Roaming Clients.

Without Active Directory

  1. Navigate to Deployments > Collections
  2. Select the New Collection button
  3. Select Type as Manual
  4. Provide a Name
  5. Select the Add Collection button
    Once the Collection has been added, a new Users section appears below
  6. In the Users section, select the users to include in this Collection -- the selected users are automatically saved to the Collection when selected
    (Look for the check mark next to the selected users Collections-check.png)
    Remember, for a user to appear that user must have an installed Roaming Client

If some Users aren't found, the following steps are required for a deployed Roaming Client:

  • Roaming Client installed on the device
  • User must login to the device
  • The device has communicated with the DNSFilter Dashboard at least once after the User has logged in

Repeat to add additional Collections.

With Active Directory

For Active Directory organizations, when you sync with the Active Directory Sync Tool, it will migrate your pre-made groups from Active Directory into the Collection tab in your DNSFilter dashboard.

  1. Navigate to Deployments > Collections
  2. Click the New Collection button
  3. Select Type as Managed
  4. Provide a Name
  5. Select the Add Collection button
    Once the Collection has been added, a Users section appears below
  6. In the Users section, navigate left-to-right to the level of granularity needed for the Collection - select the checkbox(es) next to the needed level of granularity
    AD_Collections02.png
  7. Select Save Changes

Repeat to add additional Collections.

By default, users in new Collections will inherit the Policy and Block page settings from the Roaming Client policy.

Change a Policy and Block page

Create any required Policies, (Policy) Filtering Schedules, and Block pages before proceeding.

  1. Navigate to Deployments > Collections.
  2. From the available Collections, select from the Policy / Schedule and Block page columns to apply a specific policy, schedule, and block page.

Set Collection Priority

A user can belong to one or more Collections. The priority of the Collection is used to determine which policy and block page takes priority for a specific user. The highest priority Collection a user is assigned to dictates the single policy applied to that user's web traffic.

A Collections priority is changed by using the drag-and-drop icon on the far left of each Collection, and moving a specific Collection up or down in the list where the higher the Collection is in the list, the higher its priority. View the Priority column for a specific Collection's priority.

Was this article helpful?

1 out of 3 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.