Understanding layouts
Operation of your Matrix is configured in an arrangement called a layout. The layout defines port connections, speeds, and the rules in use.
For most users, the default layout is sufficient. In the default layout, they will set their port definitions, how network ports are connected to tool ports, and which rules are used and do little else. However, you may want or need to have additional layouts for prototyping.
Only one layout may be the active layout—with all other layouts being inactive—and because changes made to layouts are effective immediately, carefully consider any changes you make to your active layout.
Layouts are unlikely to change often, because after a layout is set and working, there is little need to change it. However, something in your environment may change that causes you to need to change your layout. Before changing the active layout, you may want to prototype the changes in an inactive layout.
Creating a new layout is the only way you can design new port connections or change port speeds and more without affecting active rules. In essence, a second or third layout can be used as a sandbox to ensure options are configured as you wish before moving the layout into production (in other words, promoted to be the active layout).
How to edit a layout
You can edit any layout without first activating it. This ensures any changes made do not immediately affect operation of the Matrix while you edit the layout.
Note: To edit the active layout (the layout currently in use), perform edits directly from the Ports page. Edits to the active layout take effect in real time.
To edit an inactive layout:
1. Starting in the dashboard, click Ports.
The layout designer appears, where connections between network and tool ports can be created.
2. In the Layout list, select a layout.
3. Click the Actions list.
The Actions list is located near the top-right corner of the layout designer.
4. Click Edit.
5. Make your changes.
6. When you finish, close the Edit Layout browser window.
The layout automatically saves.
 
You successfully edited a layout without affecting the current operation of the Matrix.
 
How to create an additional layout
You can create a layout to quickly and radically change how your Matrix operates—similar to a preset. Rules and filters, which network ports are connected to which tool ports, link aggregation, load balancing schemes, traffic isolation, and more, can be simultaneously made active with a single change of a layout.
By default, the Matrix has an non-deletable layout named default. This default layout can be the only layout your organization uses and needs—you make changes to it and never use additional layouts. So although it is typically unnecessary to do so, you can create additional layouts.
1. Starting in the dashboard, click Ports.
The layout designer appears, where connections between network and tool ports can be created.
2. Click the Actions list.
The Actions list is located near the top-right corner of the layout designer.
3. Click Create New.
4. Type a name for the layout, and click OK.
A blank layout is created for editing. This is indicated by the new layout having no tool port assignments.
5. Assign at least one network port as a tool port by doing the following (repeat for more):
Until you assign tool ports for use, no connections can be created between network ports and tool ports. Because you can assign and reassign network ports and tool ports at any time, do not place too much importance on finding the right number of assignments immediately.
a. Double-click a network port.
b. In the Type list, select Tool.
c. Type a name for the new tool port.
Giving names to ports can help when designing a layout. When naming a port, consider the purpose of the port or the devices connecting to it.
d. In the Speed list, click a speed setting.
6. When you finish, close the Edit Layout browser window.
The layout automatically saves.
 
You successfully created an additional layout. The new layout can be customized, just as the default layout can be.
 
How to activate a different layout
After a layout is created, you can activate it at any time. Activating a layout immediately changes how the Matrix operates.
Tip! Only activate a saved layout if you understand how the layout affects the operation of the Matrix. Understanding the layout can help ensure traffic is not forwarded to the wrong devices.
To switch which layout is currently active:
1. Starting in the dashboard, click Ports.
The layout designer appears, where connections between network and tool ports can be created.
2. In the Layout list, select a layout.
3. Click the Actions list.
The Actions list is located near the top-right corner of the layout designer.
4. Click Activate.
 
The selected layout is now active. All connections, rules, filtering, and more, in the layout are now actively in use.