Business Views

Business views allow you to view and manage saved relationship maps from one place. It helps you to monitor and analyze the latest trends of a business/IT service and it’s associated CIs, along with their critical data such as associated requests, changes, and problems, at a glance. You can also export these business views in PDF or PNG format.

Business views come in cards layout and a listview layout.

Cards layout displays multiple relationship maps (up to 4) of Services/CIs on a single page. The cards can be reordered as per priority. Affected Child CIs are marked with a red notification mark next to them. Click on it to access the affected CIs.

List view organizes the business views in a list and can display up to 250 business views on a page.

Creating a Business View

You can create a business view in two ways. One way is to create a business view from the CMDB landing page by using the New Business View option. The other way to create a business view is from the relationship map of a CI.

To create a Business View from CMDB landing page,

Head to CMDB.
Click on New Business View.
Select a Service or CI from the drop-down.

Please note if a Service or CI has associated CIs, then a relationship map with all the CIs mapped to the base CI will be displayed when you click New Business View.

Otherwise,
A relationship map console will be opened with a base of the Service/CI you have selected.
Click on to add a new relationship with other CIs.
Drag and drop the Service or CIs to accommodate more relationships.
Use the Zoom in and Zoom out controls for better visibility or flexibility.
Once the relationship map is created, click Save business view.
Enter a Name and Description for the business view.
Select the accessibility of the business view by choosing between the public and private options.
If you choose Public view, you will get an option to provide edit permissions to technicians who can view it. Enable the Edit permission checkbox to give edit permissions to all technicians.
You will also get an option to restrict technicians by sites. This way you can have control over who views the business views even in if ther are in Public view.
Note: Only SD admins can create a business view in Public view.
Click Save.

To create a business view from a relationship tab,

Go to Assets.
Select an IT asset. In the list view that appears, click on the map icon. It will take you to the relationships tab.
The relationship map will be displayed for that particular CI.
Click on Save business view at the top.
Enter a Name and Description for the business view.
Select the accessibility of the business view by choosing between the public and private options.
Click Save.

Business View list view

From the business view list view, you can add, edit, and delete business views.

To add a new business view, select a Service or CI from the drop-down. Add Relationships as mentioned above.
To delete a business view, select the business you want to delete from the list view and hit Delete.
To edit or change the accessibility option for a business view click on the edit icon.
Use the Sites filter at the top to display business views based on sites.
Use the columns at the top right to add or delete columns from the list view.
Use the search option to narrow down a particular business view you want to view.
Click on a business view to see the relationship map in detail. Hovering over the nodes will show you the asset attributes of the particular CI.
Get a detailed view of the relationship map by clicking on the more information tab. This tab holds base CI details, base CI request details, other associated CIs request details, and the CI distribution list which displays the count of CIs based on their types.
You can also export the business views in PDF or PNG formats.
Click on 'Export as' option at the top to export the business view.