Difference between revisions of "Configuration Item Explorer"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/configuration-management/configuration-item-explorer Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Configuration Item Explorer|link=https://docs.hornbill.com/servicemanager-user-guide/configuration-management/configuration-item-explorer]] | ||
| + | <!-- | ||
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
| − | __NOTOC__[[Main Page|Home]] > [[Configuration Manager]] | + | __NOTOC__[[Main Page|Home]] > [[Configuration Manager]] > Configuration Item Explorer |
</div> | </div> | ||
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==Introduction== | ==Introduction== | ||
| − | The | + | The Configuration Item Explorer provides a graphical representation of associated or linked CIs. The explorer can be launched from within the Configuration Manager app, or from other views where the Configuration App plug in is available. Typically this would be from Configuration Item views such as: |
| + | * Service records | ||
| + | * Request records | ||
| + | *Asset records | ||
The Explorer can be used to view and define relationships between Configuration Items. | The Explorer can be used to view and define relationships between Configuration Items. | ||
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:* [[Configuration Items]] | :* [[Configuration Items]] | ||
:* [[Configuration Items List]] | :* [[Configuration Items List]] | ||
| − | :* [[ | + | :* [[Service Manager Administration]] |
| + | :* [[Asset_Management|Asset Management]] | ||
| + | :* [[Service Portfolio]] | ||
:* [[Service Assets|Service Assets]] | :* [[Service Assets|Service Assets]] | ||
|} | |} | ||
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* To hide or contract an explorer level, click on the '''-''' icon of a Configuration Item | * To hide or contract an explorer level, click on the '''-''' icon of a Configuration Item | ||
* By Default the explorer is set to expand to a maximum of 3 levels, but this can be configured in the admin tool under Home > Configuration Manager > Applications Settings and the app.cm.explorer.diagram.level.max system setting | * By Default the explorer is set to expand to a maximum of 3 levels, but this can be configured in the admin tool under Home > Configuration Manager > Applications Settings and the app.cm.explorer.diagram.level.max system setting | ||
| + | |||
| + | ===In Policy=== | ||
Each Configuration Item will either be flagged as being '''In Policy''' or not, denoted on the explorer by a '''Tick''' or '''Cross''' icon. | Each Configuration Item will either be flagged as being '''In Policy''' or not, denoted on the explorer by a '''Tick''' or '''Cross''' icon. | ||
* Configuration Items can be moved in or out of '''Policy''' by clicking on the icon and switching it from a '''Tick or a '''Cross'' | * Configuration Items can be moved in or out of '''Policy''' by clicking on the icon and switching it from a '''Tick or a '''Cross'' | ||
| − | + | * Configuration Items which do not have a '''Tick''' or '''Cross''' can't be marked as in or out of Policy, typically this will be Users etc | |
| − | + | ||
| − | + | ===Viewing Relationship Links=== | |
| + | |||
| + | Inherited relationships between Configuration Items will be shown in the explorer. These could be based on Assets being linked to other Assets or Services in Service Manager, or where Assets have been linked to a Request, or where a Request has an Owner, or a document has been linked to an Asset. | ||
| + | * If no Dependancy Relationships exist between two Configuration Items then the link with say '''Not Set''' | ||
| + | * If an existing Dependancy and Impact Relationship exists between two Configuration Items then the link will show the '''Dependancy''' relationship and the colour will indicate the impact level | ||
| + | * Clicking on a link will allow the Dependancy and Impact to be viewed and edited. | ||
==Explorer View Filters== | ==Explorer View Filters== | ||
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Filter the displayed Configuration Items by level of impact. By default All will be visible, but filter this to only show Configuration Items where the Relationships are marked as High, Medium or Low Impact | Filter the displayed Configuration Items by level of impact. By default All will be visible, but filter this to only show Configuration Items where the Relationships are marked as High, Medium or Low Impact | ||
| − | ===CI Visibility=== | + | ===CI Visibility=== |
| + | |||
| + | Choose which Configuration Item Types are displayed on the Explorer [[File:CI_Types_list.png]] by enabling or disabling the '''Types''' from the menu control. | ||
| − | |||
* By Default all Configuration Types will be displayed | * By Default all Configuration Types will be displayed | ||
* Configuration Item Types are: | * Configuration Item Types are: | ||
| Line 60: | Line 78: | ||
:* Services | :* Services | ||
| − | ==Defining Dependancy Relationships== | + | ===Set Current Configuration Item Node as Root=== |
| + | |||
| + | Having clicked on and viewed the Details of a Configuration Item, use the [[File:CI_Root.png]] icon from the menu to set that Current Node as Root in the '''Explorer''' | ||
| + | * This will reset the explorer view using this Configuration Item as the Root. | ||
| + | * This option will not be enabled if the Configuration Item in focus is the current Root on the '''Explorer''' | ||
| + | |||
| + | ===Show Legend=== | ||
| + | [[File:CI_Legend_Info.png|400px|right]] | ||
| + | Use the [[File:CI_Legend.png]] icon to open the Explorer Legend and for an explanation of the '''Explorer''' content | ||
| + | * red background - an entity has high impact on the other | ||
| + | * orange background - an entity has medium impact on the other | ||
| + | * green background - an entity has low impact on the other | ||
| + | * dark border - selected item | ||
| + | * green tick - item in policy | ||
| + | * red cross - item not in policy | ||
| + | |||
| + | <br> | ||
| + | <br> | ||
| + | <br> | ||
| + | |||
| + | ===Details=== | ||
| + | |||
| + | Click on the name of a Configuration Item in the explorer to see it's information displayed in the Details section on the explorer. | ||
| + | * Select the Title of the Configuration Item from the '''Details''' section to open the Configuration Item in a new tab | ||
| + | * Hide the '''Details''' section on the explorer view to create more space by selecting the '''Hide details'''action item. | ||
| + | :* If the '''Details''' section is hidden select '''Show Details''' to show it again on the explorer | ||
| + | |||
| + | ==Defining Dependancy & Impact Relationships== | ||
===Relationship Definitions=== | ===Relationship Definitions=== | ||
| − | Define bi-directional relationships between | + | Define bi-directional relationships between Configuration Items by setting the Dependancy type and level of impact by selecting form the defined dependancy types and impact levels. |
| + | |||
| + | * '''Dependancy on the Parent''' | ||
| − | |||
: Click on the Explorer and the arrow facing the Parent Configuration Item, choose the relevant '''Dependancy''' from the drop down and the '''Impact''' level and select '''Save''' to create the relationship | : Click on the Explorer and the arrow facing the Parent Configuration Item, choose the relevant '''Dependancy''' from the drop down and the '''Impact''' level and select '''Save''' to create the relationship | ||
| − | * Dependancy from the Parent | + | * '''Dependancy from the Parent''' |
| + | |||
: Click on the Explorer and the arrow facing away from the Parent Configuration Item, choose the relevant '''Dependancy''' from the drop down and the '''Impact''' level and select '''Save''' to create the relationship | : Click on the Explorer and the arrow facing away from the Parent Configuration Item, choose the relevant '''Dependancy''' from the drop down and the '''Impact''' level and select '''Save''' to create the relationship | ||
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| − | [[Category: | + | [[Category:Service Manager]] |
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 18:00, 19 April 2024
This document can now be found at its new location in the Hornbill Document Library.
