Difference between revisions of "Configuration Manager"

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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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__NOTOC__[[Main Page|Home]] > Configuration Manager (Beta)
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</div>
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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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{|style="width: 100%"
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<!--
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|- valign="top"
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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==
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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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Hornbill's Configuration Manager App has been published as a Beta App as we are looking to solicit feedback on what features and functionality you, our customers feel are required to take this to the next stage in its evolution.
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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]]==
  
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Once the Hornbill Configuration Manager App is made available for subscription, the pricing plan for the App will be based on the number of CI's 'In Policy' with the first 250 free and any additional CI's charged at 15p per CI per month.* This is subject to potential changes.
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Configuration Manager allows you to manage different Configuration Items in Hornbill. Configuration Items are:
  
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As a contributor under the beta program, at the point we take the Hornbill Configuration Manager App out of Beta and introduce a subscriptions, you will be issued with a Hornbill Configuration Manager Beta Program Voucher. This voucher offers you a recurring monthly credit to the value of a further 750 In Policy CI's meaning that you get to manage 1000 CI's for free going forward before you have to add in any additional CI's at a cost. Thats just our way to thank you for the feedback and guidance you will provide in shaping the future of this amazing new Hornbill App.
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:* Assets
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:* Requests
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:* Co-workers
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|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
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:* Documents
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:* Services
  
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== Related Articles ==
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== Configuration Item Policy List ==
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:* [[Navigation]]
 
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:* [[Service Assets|Service Assets]]
 
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|}
 
  
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== Features ==
 
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[[File:Explorer.png|thumb]]
 
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=== 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
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* '''CI Type selector''': Filter the list by Service or Asset, if selecting Asset, filter the list further by Asset Class and Type
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:* '''CI Type selector'''
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* '''Filter''': Search for a specific CI  
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:: Filter the list by Service or Asset, if selecting Asset, filter the list further by Asset Class and Type
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* '''Policy Filter''': Show all CI's, those in and out of Policy
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:* '''Filter'''
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:: Search for a specific CI  
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:* '''Policy Filter'''
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:: Show all CI's, those in and out of Policy
  
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=== CI Explorer ===
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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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* '''Explorer Expansion''': 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
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=== Tool Bar ===
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* '''In Policy''': Show all CI's, those in or out of Policy
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[[File:Explorer.png|right|650px|link=https://wiki.hornbill.com/images/c/ca/Explorer.png]]
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* '''Relationship Definitions''': Define bi-directional relationships between CI's by setting the relationship type and level of impact by selecting form the relationship types and impact levels. 
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{{bullet1|Select Impact|Only show CIs that match the selected Impact level}}
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::* Dependancy on the Parent
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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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::* Dependancy from the Parent
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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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The available relationship types can be set differently depending on the direction of the relationships, and be different depending on the type of CI's being connected.  These options can be configured in the admin tool under Home > Configuration Manager > Application Settings and the '''app.cm.explorer.items.dependencies''' system setting.
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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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* '''Impact Relationship Visibility''': Filter the displayed CI's by level of impact.  By default '''All''' will be visible, but filter this to only show Relationships which are marked as High, Medium or Low Impact
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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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* '''CI Visibility''': Choose which CI types are displayed on the Explorer by enabling or disabling them from the menu control. By default Assets, Requests, Documents, Users, Services will be visible.
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{{bullet1|Show / Hide Details|This option will collapse or expand the right hand side information panel}}
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* '''Set Current Node as Root''': When viewing the '''Details''' of a CI from another CI, use the option from the menu to '''Set Current Node as Root'''.  This will reset the explorer view using this CI as the Root.
 
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* '''Details''': Click on the name of the CI to see it's information displayed in the '''Details''' section on the explorer.  Select the '''Title''' of the CI from the '''Details''' section to open the CI in a new tab
 
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== Plug-ins ==
 
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[[File:Launch_Explorer.png|thumb]]
 
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A Plug-in is a small piece of functionality provided by one Hornbill app which is integrated into another Hornbill app
 
  
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=== Service Manager ===
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== Accessing ==
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* '''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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Configuration Management can be accessed from a number of forms within the Service Manager app.  These include the following
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* '''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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* '''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
 
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* '''Asset Timeline''' - Assets marked as In Policy will have a timeline enabled for collaborating on the Asset
 
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* '''Asset Activities''' - 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: Configuration Manager]]
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:* '''Request Form'''
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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.
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:* '''Asset Form'''
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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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|}}
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[[Category: Service Manager]][[Category:Videos]]
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[[Category:HDOC]]

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

Retrieved from "https://wiki.hornbill.com/index.php?title=Configuration_Manager&oldid=32384"