Edit

The Edit tab contains operations to quickly Add, Edit, Override, Batch Edit, or Export entries.

Ribbon - Edit
Ribbon - Edit

Add

OPTION DESCRIPTION
New Entry Create a new entry (session, folder, information entry, credentials, etc.).
Duplicate Create a duplicate of your entry.
Create Shortcut Link your entry to more than one group. For more information, consult the text below.
Save as Template Save the selected entry as a local or database template.

A shortcut is the reiteration of an existing entry. In contrast to a duplicated entry, which has its own ID and properties, a shortcut is a link to an entry and its properties. You can create shortcuts easily by right-clicking the entry, then going to Edit – Create Shortcut, or by using the aforementioned button in the Edit tab. There are a few scenarios where a user would want to use the same entry differently, such as connecting to two different hosts with a single RDP session.

For example, it is possible to:

  • Assign different access to the same entry.
  • Create a favorite folder with everything centralized.
  • Reuse a document for different scenarios.
    These two entries are the exactly the same
    These two entries are the exactly the same

Entries reiterated this way also have both folder paths indicated in their Folder field in their properties, the paths are separated by a semi-colon.

There is no visual differences between the shortcut and the original entry. Therefore, you’ll need to delete all entries to completely remove said entry. You will be asked for confirmation when attempting to delete said shortcut.

Edit

OPTION DESCRIPTION
Properties Edit the properties of the selected entry.
Rename Rename the selected entry.
Move Move the selected entry to another folder.
Delete Delete the selected entry. A confirmation dialog is displayed to confirm the action.
Play List Use the various play list features.

The Play List feature in Remote Desktop Manager is a lot like a music play list. It opens a list of entries, in a specific order, automatically.The Play List can be used to create groups of sessions for a specific task or for security reasons. You can build your own Play List and start all entries from a Play List at the same time.

Setting Overrides

OPTION DESCRIPTION
User Specific Settings Override properties of the selected entry with settings specific to the current user. For more information, please consult Specific Settings.
Local Specific Settings Override properties of the selected entry with settings specific to the local machine. For more information, please consult Specific Settings.

A Specific Settings column can be added in the Navigation pane. Right-click on the column Name in the Navigation pane and select Column Chooser. Double-Click on Specific Settings to add the column. Now, if there is a specific setting applied to an entry, it will be displayed next to the entry name.Navigation pane - Column Chooser

Batch

OPTION DESCRIPTION
Edit (Special Actions) Perform special actions on the selected entries, such as change the type, run a script, and more. For more information, please consult the Batch Actions Samples.
Batch Edit Perform an action on multiple entries at once. This is particularly useful for doing mass modifications of entries (such as changing the display mode after modifying the workspace or their credential entries when changing your passwords). Multiple entries must be selected for this feature to be visible. For more information, please consult Batch Edit.
Move to vault Transfer the selected entries to another vault in the database.

Export

OPTION DESCRIPTION
Export Entry as Remote Desktop File (.rdp) Export the selected entries in a Remote Desktop File (.rdp) format.
Export Selection (.rdm) Export the selected entries in a .rdm file that can then be imported into any Remote Desktop Manager data source. You could choose to include the credentials of your entry in your export format and secure your file with a master key.
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