View Manager

1. View Manager Lesson # 9 HP UCMDB 8.0 Essentials

2. About this Lesson Lesson Objectives • In this lesson, you will learn how to: • Navigate the areas of View Manager including the Definition and Preview area • Use View Manager to create a view • Describe the purpose and use of grouping by CI type, TQL node and attribute • Use grouping strategies to organize a view • Describe the purpose and use of folding and relationship folding rules • Use folding and relationship folding to organize a view • Describe and use the visible property on a node

3. View Manager Introduction View Manager Overview • View Manager is used to • Create a new or edit an existing View • Create and edit the view definition • Create and edit a View TQL • Define grouping and folding rules for view organization • Preview a View • Manage Views through the View Explorer • Organize views • Activate and Deactivate a view • Export a view to XML • Delete, Save As

4. View Manager Walkthrough View Manager

5. View Manager Walkthrough View Manager Definition Page Editing Pane Views Explorer CI Type Selector Information Pane

6. View Manager Walkthrough View Manager Preview Page • Generating a View Preview • View Explorer -> Select the “Generate Preview” Button or right-click and select the “Preview” menu. • The Result contains a list view and a topology view of all CIs retrieved by the View TQL.

7. View Creation Overview Understanding View Components • View Definition • Basic View properties • View Name, View Type, how often it will be refreshed, TQL name • Query • TQL request to the UCMDB to retrieve data • Organization Rules • Grouping ‘like’ kinds of data • Layering data • Labeling data

8. View Creation Overview View Definition Overview • Creates the View structure • Associates the TQL with the view • Associates other properties with the view • View Type • View persistence • Change tracking • TQL priority

9. View Creation Overview Creating A New View Definition • Create a New… • View • Pattern View (based on TQL) • Template-based • Template • Perspective • Covered in the Modeling Studio Chapter

10. View Creation Overview View Types • Pattern View • Built from a TQL query (new or existing). • When the view is displayed or refreshed, View Manager queries the CMDB for all elements that fit the query, and automatically updates the view with those elements. • Template-Based View • Based on a TQL query, to which a template is then applied. • The template is a reusable view that includes parameters, folding rules, and other settings, which are saved as part of the template. • This enables you to build multiple views with the same settings without having to re-enter the setting information. • Perspective-Based View • Built by selecting a collection of individual CIs and applying a special type of template, known as a perspective • Instance views, which no longer exist, are replaced by perspective based views. Perspective based views cannot be viewed or edited in View Manager, but Modeling Studio instead.

11. View Creation Overview New View Wizard – Welcome and General

12. View Creation Overview New View Wizard – Base SQL Definition

13. View Creation Overview New View Wizard – Viewing Options

14. View Creation Overview New View Wizard – Wizard Completion

15. View Creation Overview TQL Query Review • Created with TQL • Define the CITs and relationships to be used to request data from the CMDB • May be filtered by conditions to restrict the objects in the result set • Node properties • Relationship properties • May be new or pre-existing

16. View Creation Overview Creating a View TQL • Created in View Manager or Query Manager • Nodes • Relationships • Conditions • Attributes • Select Identities • Cardinality • Properties • Include Subtypes

17. View Creation Overview Organization Rules Overview • Determines how nodes and links will be displayed in the view • Defines the map layers to be displayed • Accomplished with grouping and folding techniques • May be applied to nodes and relationships

18. View Creation Overview Managing View Organization • Provides a clear presentation for understanding managed data • Ability to design self explanatory views for impact analysis and problem isolation • Respond to multiple business objectives while reusing the same TQL • Required to manage limitations of number of CIs in a view (900 by default) • Various options to modify appearance, number of layers in a view, and drill-down path • Grouping, Folding Rules, Relationship Rules

19. View Creation Overview Grouping Overview • Group ‘like’ CIs together for organizational purposes • Three different types of grouping are available • Group by Configuration Item Type • Group by TQL Node • Group by Attribute • Grouping can be combined or used standalone • Grouping can be used on nodes or relationships or both

20. View Creation Overview Adding Grouping to a Node • Right-Click -> Select “Node Grouping”

21. View Creation Overview Grouping by Configuration Item Type • All CIs of the same type placed into a group • Minimum in group • Group Label

22. View Creation Overview Grouping Hosts by CI Type

23. View Creation Overview Grouping Web Servers by CI Type

24. View Creation Overview Grouping by Node • All CIs of the same type grouped by the node definition criteria • Minimum in group • Group Label

25. View Creation Overview Expanding Grouped Web Servers Nodes

26. View Creation Overview Grouping by Attribute • CIs grouped by value of selected attribute • CIs may be of different types • Minimum in group • Group Label

27. View Creation Overview Grouping by Application Listening Port Attribute

28. View Creation Overview Grouping by Host OS Attribute

29. View Creation Overview Adding Grouping to a Relationship

30. View Creation Overview Grouping Relationship by TQL Node

31. View Creation Overview View Rules Overview • Rules implemented to simplify views • Provides layering of TQL results • A solution to “Too many CIs to display“ error • A graph cannot present more than 900 objects. • Two types of rules • Folding (applied to a link between two nodes) • Relationship (applied to a link class across the entire view) • Folding rules override relationship rules when both are defined for a view

32. View Creation Overview Folding Rules Overview • Defines layering for two nodes connected by a specific relationship • Arranges the CIs in multiple layers • Defines the position of CIs in each layer • Rules • Parent, Child, Left Sibling, Right Sibling, None

33. View Creation Overview Using the Parent Rule

34. View Creation Overview Using the Child Rule

35. View Creation Overview Parent and Child Examples

36. View Creation Overview Left Sibling Rule Example

37. View Creation Overview Relationship Rules Overview • Relationship rules are an alternative to folding rules • Relationship folding rules are applied to CI relationships across the view • Sibling and child rules are allowed together • Parent and child rules are not allowed together • Right and left sibling rules are not allowed together

38. View Creation Overview Relationship Rule Defined • Information Pane • Folding Rule Tab describes the folding rule in place • Relationship Rule • Relationship always begins at node 1 and ends at node 2 • Can be edited • Rule Options • Click on “Edit” button in Folding Rule Tab • Parent, Right Sibling, Left Sibling, Child, None

39. View Creation Overview Using the Relationship Parent Rule

40. View Creation Overview Using the Relationship Child Rule

41. GROUPING AND FOLDING RULES: ACTIVITY Identifying Organization Strategies • What grouping and folding rules are in use?

42. GROUPING AND FOLDING RULES: ACTIVITY Identifying Organization Strategies • What grouping and folding rules are in use?

43. View Creation Overview Visible Property Overview • Node or relationship property selected by default • When deselected, the node or relationship will not appear in the view • Used to manage nodes or relationships necessary in the TQL but which may not enhance the view if visible

44. View Creation Overview Editing Visible Property

45. View Creation Overview Using Visible Property

46. View Creation Overview Managing Views in View Explorer • View Explorer is used to • Organize views for easy navigation in IT Universe Manager and Topology View application • Activate and Deactivate a view to make it available or unavailable to the system • Export and import Views in XML format

47. View Creation Overview Organizing Views in View Manager • Folder • New, Rename, Delete • Views • New View Definition • Save As • Import/ Export to/from XML • Properties

48. Chapter Review Review Questions • What view property ensures a view is always loaded in memory? • What view organization rules would you choose to reduce the amount of nodes displayed in a view? • What view organization rules would you choose to reduce the number of links between nodes in a view? • What is the difference between folding rules and relationship folding rules? • Which view organization rules would you use to ensure that the TQL result is shown in layers?

49. Chapter Summary Summary • Key points in this lesson • View Manager enables you to define a managed view • A view TQL is associated with each view • Organization rules are used to define the display structure of CIs in a view • Grouping and folding are two ways to organize CI information in a view • Grouping may be defined by CI type, TQL node, or attribute • Relationship folding rules are applied to the view and folding rules are applied to a specific relationship in the view

50. Chapter Exercises Exercises Please complete the lesson exercises in your book. After everyone is finished, the instructor will review the answers.