CMDB Business View

Business views allow you to view and manage saved relationship maps. At a glance, the summary of the relationship between various CIs, along with their critical data, is available. You can view a consolidated outline of the associated requests, changes, problems, and releases from one location.

How is a business view different from a relationship map?

A relationship map expresses the relationship only for a single level, between a base CI and a destination CI. Although you can add further relationships to the destination CIs, they cannot be saved or viewed later. A Business View is a saved view of a relationship map, with nodes, relationships, and positions that can be viewed anytime.

Role Required: Technicians with View CMDB permission

To access Business Views, go to the CMDB tab. Technicians can view Business Views under:

• List View
• Cards View

By default, Business Views are displayed in the List View. You can change the view type by clicking Cards View on the top right of the window.

List View

List View presents the Business Views in a standard, compact table view. It allows you to add, edit, and delete Business Views. You can also choose the columns to be displayed under Table settings .

You can click the subject link of the Business View to open the Map View. The Map View displays associated CIs, add new relationships and associated requests, changes, problems, and releases. To learn more, click here.

Cards View

Cards View displays Business Views with previews in a dashboard layout. It allows you to see up to four business views at one go, customize the layout, and add new business views.

Click the  icon to customize the Cards View layout. You can choose the number of Business Views to be displayed on a page and reorder them as required.

Each card has three icons on the header:

• Associations icon: Indicated by  or  icon.
  • If there are any requests, problems, changes or releases associated with the CIs in the Business View that are yet to be closed, the  icon is displayed.
  • If all the associated requests, problems, changes or releases are closed or if there are no associations, the icon is displayed.
• Business View details: Indicated by 
  • By clicking this icon, you can view the details of the Business View, associated requests, problems, changes or releases and the CI types present in the Business View.
• Expand Business View: Indicated by 
  • This icon will expand the Business View to its Map View.

Adding relationship in Map View

The Map View illustrates the relationship between various CIs, starting from the base CI. You can add new relationships to the CIs from the Map View.

• Hover over the CI and click the  icon.
• Select a Relationship Type from suggested/custom relationships tab.
• Choose Destination CI.
• Click Add.

By default, CIs are mapped with Force Layout. You can change the layout of the Map View to a horizontal or vertical layout using the corresponding icon on the header.

Once you have mapped the relationship, click the save icon at the top right corner of the window and select Save or Save as New. 

You can view the Business View details by clicking the  icon.

You can also export the business view as a PNG or CSV file. To do this, click the Export as drop-down and choose your preferred option.  

You can see the associated requests, problems, changes or releases, which are yet to be closed, by hovering over the superscript numbers beside the respective CIs.

You can view the complete details of individual CIs and their associated requests, problems, changes and releases by clicking them. Click the slider on the center of the side panel to expand the side pane.

Creating and Managing Business Views 

Adding New Business View

1. In List View or Cards View, click New Business View.
2. Select a Base CI.
3. Provide a name for the new Business View.
4. Provide a description, if necessary.
5. Click Next.
6. 

Business Views are created with only the base CI. You can add further relationships from the Map View. To learn more, click here.

Editing Business View

You can edit the Business View name and description from List View and Map View.

From List View:

1. Click the  icon beside the Business View name
2. Select Edit.
3. Make the necessary changes and click Save.

From Map View:

1. Open the Business View you wish to edit.
2. Click the edit icon on the top left corner of the window.
3. Make the necessary changes.
4. Click Save.

You can edit the relationship between CIs from Relationship Map. To learn more, click here.

Deleting Business View

1. In List View, click the  icon beside the Business View name
2. Select Delete.
3. Click Yes to confirm
4. To bulk delete Business Views, select Business Views and click Delete.