Products
Getting There: In the Navigation Pane, clicktap Getting Started under Settings, then clicktap Products. If the menu is hidden, clicktap .
The Products page lists all products that are connected to your installation of Helpsystems Insite. The list is made up of two types of objects: legacy Product Connections, which you can also view and edit on the Products page, and Product Instances, which are instances of Insite's new and more streamlined way to connect and communicate with an installed product. You cannot add a Product Instance, as they are added upon installation of compatible products, but you can view and edit properties and remove them. Be aware that within the Product Instance list you can add, edit, and remove legacy Product Connections as well.
Currently, Product Instance functionality is available for the following:
- Powertech Antivirus
- Insite Services
Some future product modules will be installed and connected as Product Instances.

There are settings for the Product Instances page that allow you to choose how to sort the list and decide what data will be searched.
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ClickTap
Settings.
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Select how to sort the list of product connections and instances (Sort By). ClickTap your selection again to change the sort order to
ascending or
descending.
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Select what you want to use when searching for connections and instances. You can choose to Search All Fields, or to search by Product or Alias.
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Select which products you want displayed in the list. You can choose to display Blacklisted, Insite Core Services or Powertech Antivirus.
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Select what you want to use when filtering. You can choose to filter by All Product Types, Available Products, Insite Services, Registered Products, Products That Need Whitelisting, or Products With Manual Connection.
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ClickTap
Settings to close the settings.

To select and perform actions on one or more Product Instances or legacy Product Connections through the action bar:
- Select (check) the desired Product Instances or Product Connections.
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On the top action bar, click the button of the desired action you would like to perform on the checked Product Instances or Product Connections.
Actions displayed for a Product Connection are the following: (See Product Connections for more information)
- Cancel
- Delete
- Connect
- Disconnect
Actions displayed for a Product Instance are the following: (See view and edit properties for more information)
- Cancel
- Whitelist
- Blacklist
NOTE: In the case of selecting both Product Connections and Product Instances, the action chosen will only be executed on the applicable checked product type. i.e. You will not be allowed to blacklist a legacy Product Connection.
To select and perform an action on one Product Instance or legacy Product Connection through the Show Actions icon:
- Click the Show Actions icon on the instance that you wish to edit.
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Click on the desired action.
Actions displayed for a Product Connection are the following: (See Product Connections for more information)
- Properties
- Disconnect/Connect
- Close
Actions displayed for a Product Instance are the following: (See view and edit properties for more information)
- Properties
- Whitelist/Blacklist
- Renew Certificate
- Remove Product Instance
- Close