Exchanges

The Exchange section provides an overview of all devices that are currently in progress to be exchanged with a new device.

The Exchange section is designed to manage device replacement processes, ensuring continuity of configuration and controlled device lifecycle management.

Within the Exchange section, users with the required access rights can:

• View all devices that are planned or currently in progress for exchange.

• Customize which columns are visible in the table.

• Filter, export, merge, or delete devices depending on granted permissions.

This section is only visible to Super Admin users with the appropriate access rights granted.

How to Access the Exchange Section

1. Open the Cockpit.

2. Navigate to Administration.

3. Select Exchange.

Table Columns

The Exchange table allows users to select and visualize the following columns:

• Old Device – The device that is being replaced.

• Exchange Status – Current status of the exchange process.

• New Device – The target device for the exchange.

• Exchange Date – Date when the exchange was initiated or completed.

• Action – Available actions based on user permissions.

Filtering Devices

Users can filter the device list using the following criteria:

• Exchange Status

• Exchange Date – Start

• Exchange Date – End

This helps quickly identify devices based on their exchange progress and timeframe.

Export

Users can export the list of devices displayed in the table for reporting or external processing.

Table Columns

The Exchange table allows users to select and visualize the following columns:

• Old Device – The device that is being replaced.

• Exchange Status – Current status of the exchange process.

• New Device – The target device for the exchange.

• Exchange Date – Date when the exchange was initiated or completed.

• Action – Available actions based on user permissions.

Filtering Devices

Users can filter the device list using the following criteria:

• Exchange Status

• Exchange Date – Start

• Exchange Date – End

This helps quickly identify devices based on their exchange progress and timeframe.

Export

Users can export the list of devices displayed in the table for reporting or external processing.Actions

If the user has the required permissions, the following actions are available:

Actions – Merge or Delete Device

This section describes the actions available for devices that are in progress of being exchanged. The available actions depend on the user’s role and granted permissions.

Only users with the appropriate granted permissions can see and use the Merge and/or Delete actions. Users without permissions will not see these actions at all. To enable these functions, please contact the GIMASI Administration team to request access activation.

Delete Device

• Completely removes the old device from the tenant.

• The device and all related data are permanently deleted.

Merge Device

• Merges the old device into a selected new device.

• All configurations (rules, groups, settings, and assignments) from the original device are retained.

• The device name is updated only if the serial number in the name is complete:

  • If the full serial number is present, the name will be updated with the new serial number.

  • If the serial number is incomplete, the device name will not be changed.

When clicking Merge, a popup dialog is displayed showing a list of available new device serial numbers that can be selected for merging.