Organization Strategies

The best strategy is to organize the list into categories and groups that make sense based on the organization of your fleet BEFORE you populate the list. To implement this organization, RICOH Streamline NX supports the creation of up to 5000 custom categories and groups to suit your organizational needs. For example, you might prefer to group your devices by location or by organization (subsidiaries, divisions, departments, etc.).

To develop your own organization strategy, consider the following:

Example A

A category is a method of classifying the devices within your organization. For example, you might categorize based on location (country, city, building, floor, etc.), by department (Accounting, Engineering, Marketing, etc.), or by cost center, etc.

Example B

You can use the structure to associate security roles with custom groups. For example, if you organize the structure based on Location, then create groups for various continents, and create further subgroups for countries and cities, your structure might look similar to Example B on the right. If multiple device administrators are responsible for devices within each country, you can associate Security Context Groups with the country groups in this structure, thereby allowing each device admin to view or modify only the devices in their location.

In Example A, the structure is based on the organization of the business into groups such as accounting, engineering, etc. Using this structure, you can produce reports and/or set up security based on function. However, it is important to note that Security Context Groups can be applied to one custom category only, so ensure you plan your groups accordingly.

By organizing before importing or performing discovery, you can establish filtering rules that will place imported or discovered devices in the correct category or group automatically. This initial planning will save you a significant amount of time overall.

The possibilities for organization are boundless, and it is up to you to use the information and instructions in this section as a guideline for establishing your own organization scheme.

The examples in this section create categories based on geographical location and require several subgroups per location.