Difference between revisions of "Configuration Manager"

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__NOTOC__
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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/overview Hornbill Document Library].
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[[file:hornbill-document-library.png|Configuration Management Overview|link=https://docs.hornbill.com/servicemanager-user-guide/configuration-management/overview]]
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{{DISPLAYTITLE:Configuration Management}}
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{{breadcrumb|[[Main Page|Home]] > [[Applications]] > Configuration Management|Configuration Manager}}
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{{Section|
 
==Introduction==
 
==Introduction==
The Configuration Manager app consists of a Configuration Item (CI) list and a graphical explorer used for browsing related CIs. These tools are used to configure and visualize your CMDB.
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[[File:configmainimg.png|right|600px|link=]]
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Configuration Management consists of a Configuration Item (CI) list and a graphical explorer used for browsing related CIs. These tools are used to configure and visualize your CMDB. Quickly view the relationships between assets, request, users, and more.|
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{{rightBox|Related Articles|
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:* [[Configuration Items List]]
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:* [[Configuration Item Explorer]]
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:* [[Service Manager Administration]]
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:* [[Asset_Management|Asset Management]]
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:* [[Assets]]
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:* [[Service Portfolio]]
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:* [[Service Assets|Service Assets]]
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}}
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}}
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{{Section|
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== [[Configuration Items]]==
  
Configuration Manager has been published as a Beta App as we are looking to solicit feedback on what features and functionality is required to take this to the next stage in its evolution. As such and under the Hornbill Priced for Life Guarantee this means that currently access to this App is free from subscriptions. This will remain the case for all early adopters at such time we do introduce subscriptions, that's just our way to thank you for the feedback and guidance you will provide in shaping the future of this new amazing Hornbill App.  
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Configuration Manager allows you to manage different Configuration Items in Hornbill. Configuration Items are:
  
== Administration ==
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:* Assets
In order to use Configuration Manager, a user will need to have one of the following roles assigned to their user profile
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:* Requests
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:* Co-workers
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:* Documents
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:* Services
  
=== Roles ===
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== Configuration Item Policy List ==
* Configuration Manager Admin
 
::This role gives someone the ability to add and modify CI configuration settings such as setting which CIs are in policy and the configuring the two way relationships between the CI
 
* Configuration Manager User
 
::This role is great for giving a user read-only access to the CI explorer.  This lets them browse through the linked CIs to help with Incident investigation, problem management, or a view of the impact that something may have.
 
  
== Features ==
 
=== CI Policy List ===
 
 
The CI Policy List is accessed when selecting Configuration Manager from the application bar.  The CI List offers the following features
 
The CI Policy List is accessed when selecting Configuration Manager from the application bar.  The CI List offers the following features
* CI Type selector  
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:* '''CI Type selector'''
* Filter
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:: Filter the list by Service or Asset, if selecting Asset, filter the list further by Asset Class and Type
* Policy Filter
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:* '''Filter'''
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:: Search for a specific CI
=== CI Explorer ===
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:* '''Policy Filter'''
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:: Show all CI's, those in and out of Policy
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== Configuration Item Explorer ==
 
The CI Explorer provides a graphical representation of associated or linked CIs.  The CI Explorer can be opened from the CI List or by using on of the Configuration Manager plug-ins.
 
The CI Explorer provides a graphical representation of associated or linked CIs.  The CI Explorer can be opened from the CI List or by using on of the Configuration Manager plug-ins.
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=== Tool Bar ===
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[[File:Explorer.png|right|650px|link=https://wiki.hornbill.com/images/c/ca/Explorer.png]]
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{{bullet1|Select Impact|Only show CIs that match the selected Impact level}}
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{{bullet1|In Policy / Not in Policy|Only display CIs that are either ''In Policy'' or ''Not in Policy''}}
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{{bullet1|CI Type Filters|Use the CI Filters to hide or show the different types of CIs in the Explorer}}
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{{bullet1|Launch Explorer|This option will put the selected CI at the root of the CI Explore.  This option will only be available when a downstream CI is selected}}
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{{bullet1|Legend|Opens a popup that describes the meaning of the different colours represented in the Explorer view}}
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{{bullet1|Show / Hide Details|This option will collapse or expand the right hand side information panel}}
  
* In Policy
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== Accessing ==
* Asset Timeline
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Configuration Management can be accessed from a number of forms within the Service Manager app.  These include the following
* Asset Activities
 
 
 
== Plug-ins ==
 
A Plug-in is a small piece of functionality provided by one Hornbill app which is integrated into another Hornbill app
 
  
=== Service Manager ===
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:* '''Request Form'''
* Request Form - Launch the CI Explorer directly from any request form.  This will put the request as the focus of the explorer and allow you to visualize the related CIs associated to this request.
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:: Launch the CI Explorer directly from any request form.  This will put the request as the focus of the explorer and allow you to visualize the related CIs associated to this request.
* Asset Form - Launch the CI Explorer directly from any asset form.  This will put the asset as the focus of the explorer and allow you to visualize the related CIs to this asset
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:* '''Asset Form'''
* Services Form - Launch the CI Explorer directly from any Service form.  This will put the Service as the focus of the explorer and allow you to visualize the related CIs to this asset
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:: Launch the CI Explorer directly from any asset form.  This will put the asset as the focus of the explorer and allow you to visualize the related CIs to this asset
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:* '''Services Form'''
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:: Launch the CI Explorer directly from any Service form.  This will put the Service as the focus of the explorer and allow you to visualize the related CIs to this  
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:* '''Asset Timeline'''
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:: Assets marked as In Policy will have a timeline enabled for collaborating on the Asset
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:* '''Asset Activities'''
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:: Assets marked as In Policy will have activities enabled, allowing for the scheduling of activities such as reviews, maintenance, patching etc
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[[Category: Service Manager]][[Category:Videos]]
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Latest revision as of 18:12, 19 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Configuration Management Overview