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To access the SQL Inventory Manager  go to the Instances tab and select Managed by Host Server from the View By drop down menu.  This view provides a hierarchical structure  of the instances and host servers managed by SQL Inventory Manager together together with relevant information about their characteristics. This view contains three different levels of information: host servers, virtual host servers, and instances.

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Host servers: 

A physical or virtualized host server containing either instances or virtual serversThis section displays physical and virtual Host Servers details for managed instances. The following information is available for Host Servers: Physical Host Server name, Type, SQL Server Version, Edition, O/S, Model, CPU Name, CPU Name, CPU Speed,   # Of of Sockets, #Of #of Logical Processors, #Of #of Cores,   Disk Capacity, Free Space, and  whether they are clustered or notand Windows Cluster.

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Virtual host servers: 

Virtual host servers contained on a host. The following information is available for virtual host servers: Virtual Machine, SQL Server Version, Edition, O/S, Model, CPU Name, CPU Name, CPU Speed, # of Sockets, #of Logical Processors, #of Cores, Disk Capacity, Free Space, and Windows Cluster.

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Instances:

Instances on either a virtual or physical host. The Click __  next to the physical host server name to expand a tree view containing all the managed instances for the selected host. The following information is available for instances: Instance Name, SQL Server Version, Edition, #Of DB, Owner, Location, and Tags., CPU Speed, Sockets, Logical Processors, Cores, Cores Factors, Possible Core Licenses, Last Changed.

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Available individual instance actions

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When you select one instance, you can perform any of the following actions on the actions items bar:

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If you want to refresh the collected data for an instance, select the instance one or more instances and click   Refresh Data on the action items bar.  You can only perform this action for one instance at a time. 

Edit instance properties

Select an instance and click Edit Properties on the action items bar. On the properties dialog window you can change the owner, location, comments, and credentials. For more information go to Editing instances properties.

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If you want to access the Add SQL Server instance wizard, go to More actions and select this option. The wizard opens and allows you to browse and register SQL Server instances.

Advanced Filter

Apply advanced filters to your instances view, for more information refer to Filtering and Sorting.

Clear Filters

Clears any applied advanced filters.

Available bulk actions for multiple instances

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You can select several instances and perform different actions:

• Edit Owner
• Edit Location
• Edit Credentials
• Edit Tags
• Export
• Refresh

For example, if you have a new DBA, you can select all instances on this tab and click Edit Owner to change all instances owner at once.

You can also perform the following actions under the More Actions option:

• Decommission
• Remove 
• Add SQL Server instances

To bulk edit several instances, select the instances you want to change and follow any of these paths:

• Click the option you want to perform on the action items bar: Refresh Data, Edit Owner, Edit Location, Edit Credentials, Edit Tags, Export, and More Actions including Decommission, Remove, and Add SQL Server Instance.
• Or click the gear icon next to one of the selected instances. SQL Inventory Manager opens a dialog window that shows you on how many instances you are performing the changes.

Exporting Instances view information

On the action items bar of the Managed Instances view, you can find the Export option Image Added which allows you to choose your preferred format for exporting the information available on this view. You can export as a PDF, XLS, or XML file. The filters you choose on this view will be taken into account for your exported reports.

Available filtering options

On the left side of the Instances view,  you have options for filtering the instances that you want SQL Inventory Manager to display on your managed instances view. You can filter these instances by Tags, Owner, Location, and Version. These options will help you get a quick view of your required instances; for example, if you want to see your managed instances filtered by a specific Owner, just choose the respective option from the Owner filter.

Creating a useful filter to "weed out" unnecessary information takes time but is important when managing large environments. As a result, you may want to save that filter for future use. SQL Inventory Manager now allows you to save filters for use in the Explorer and Instances views. Simply create the filter, and then click Save as Explorer favorite or click Save as Instances favorite, depending on which view you are in when creating the filter. To use that filter, click Load Explorer favorite or click Load Instances favorite.

You can enable or disable the option Apply filter as it changes depending if you want to see the changes as you apply the filter, or if you prefer to select your filters first and see the results when you finish. 

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Filtering and Sorting

SQL Inventory Manager offers different ways of sorting and filtering the listed instances/servers, for further information refer to Filtering and Sorting.