ServiceGrid Article - Cockpit Setup

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Contents

Overview

The setup function is used by administrators to create or update the SD.cockpit view. The following functions and features are available within the setup function:

  • Add new cockpit top layer groups
  • Add new cockpit groups
  • Change or delete cockpit groups
  • Definition of access permissions for cockpit groups
  • Create new cockpit elements within a cockpit group
  • Defining the graphic presentation of business groups
  • Defining schedulers for automated mail and archive exports

SD.cockpit Setup

The administrator uses the SD.cockpit setup function to provide one or many cockpit views for different cockpit users. The following sections describe the steps and functions in detail.

Adding a New Top Layer Group or New Cockpit Group

The top layer groups are displayed in the menu bar on the screen. The Setup function is always displayed inthe first (left most) position.

To create a new top layer group/new cockpit group, follow these steps:

Step 1: To create a new top layer group, click on the top element of the tree. To create a new cockpit group, proceed with step 2.

Step 2: Click on the Add Cockpit Group. The master data form of the cockpit group is displayed.

Step 3: Enter the data in the fields.

Step 4: Click Save.

The new top layer group / cockpit group is created and displayed in the menu bar with the selected name and in the selected sequence.


Cockpit group master data fields and description
Field Name Field Type Field Description
ShortName Mandatory Short name of the cockpit group
Name Mandatory Name of the cockpit group displayed in the menu bar
SeqNr Mandatory Sequence number in the menu bar
Owner
Create the cockpit group and modify the group settings irrespective of the other permission settings
Display Dashboard
A flag specifying whether the elements in the group are displayed as dashboard
Nr of columns in the dashboard

Number of columns in the dashboard
Title Optional Title of the cockpit group displayed in the title of the dashboard
Subtitle Optional Displayed as subtitle in the dashboard
Description Optional Text displayed below the subtitle in the dashboard
Column Width
Column width used in the dashboard
Row Height
Row height used in the dashboard


















Cockpit group master data settings can be changed or a cockpit group can be deleted.

Changing a Cockpit group

To change the cockpit group master data settings, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Change Cockpit Group function link.

Step 3: Change the data in the desired fields.

Step 4: Click on the Save button to save the changes or click Cancel to discard the changes.


Deleting a Cockpit Group

To delete a cockpit group, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Delete Cockpit Group function link.

Step 3: Click the Save button to confirm the deletion task or click Cancel to discard the deletion task.


Defining Permissions of Cockpit Groups

Viewing permissions of cockpit groups depends on the permission group of the user and the membership in organizations. Each user can see only the cockpit groups,

  • for which the user is granted permission
  • for the organizations where the user is a member

This function allows the cockpit administrator to manage users in an organization to view the cockpit groups they have access to.

Setting Permissions of Cockpit group

By default, a new cockpit is visible only to the owner of the cockpit group who originally created the group. The group owners can grant permissions in two ways for other users to view the cockpit group:

  • Setting organizational permissions
  • Setting permission group permissions

Setting organizational permissions

To set organizational permissions, follow these steps:

Step 1: Click the cockpit group in the tree.

Step 2: Click the Set Permissions function link. The form to set the organizational permission will be displayed on the screen.

Step 3: Click the flag of those organizations that should have access to the cockpit group. 

Step 4: Select Change Organizations Permissions available at the bottom of the list.

Step 5: Click the Submit button to submit the settings. The form to set the permission group is displayed.

Setting permission group permissions

Step 6: Click the flag of those permission groups that should have access to the cockpit group.

Step 7: Select Change Group Permissions available at the bottom of the list

Step 8: Click the Submit button to submit the settings.

The cockpit group permissions are set now and the cockpit group is available for all users in the selected organizations and the selected permission groups.

Viewing and changing permissions of a cockpit group

The existing permissions of a cockpit group can be changed. To view and change the permissions of a cockpit group, follow these steps:

Step 1: Click the cockpit group entry in the tree.

Step 2: Click the View Permissions

Step 3: Click the Change Organizations function link to change the organizational permissions.

Step 4: Click the Change Permissions function link to change the permission group permissions.

 

Creating New Cockpit Elements within a Cockpit Group

Managing cockpit elements in a cockpit group

Within a top layer cockpit group, one or many cockpit elements can be added. A cockpit element can be

  • a cockpit group (providing a hierarchical structure)
  • a list or business graphic generated out of a list group
  • a SD.report
  • a URL link
  • an attachment

To add a new cockpit element, follow these steps:

Step 1: Click the cockpit group in the tree.

Step 2: Click the Add an element function link. A new form will all available element types will be displayed.

Step 3: Select an element type to add through the function links.

Adding a report to a cockpit group

To add a report to a cockpit group, follow these steps:

Step 1: Click the SD.report element in the tree.

Step 2: Click the Add a report function link.

Step 3: Select the SD.report type to add a new SD.report as cockpit element.

Step 4: Enter the data in the fields displayed in the SD.report detail form.

Step 5: Click the Save button.

For more details about SD.report, refere to the document SD Report.

Changing or Deleting a report from the cockpit group

To change the SD.report parameter settings, follow these steps:

Step 1: Click the SD. report element in the tree.

Step 2: Change the data in the fields.

Step 3: Click the Save button to save the changes or click Cancel

To delete a SD.report, follow these steps:

Step 1: Click the SD.report element in the tree.

Step 2: Click the Delete report function link.

Step 3: Click the Save button to confirm the deletion task or click Cancel to cancel the deletion task.

Adding a list to a cockpit group

To add a list to a cockpit group, follow these steps:

Step 1: Click the cockpit group in the tree.

Step 2: Click the Add a list function link. the available list setups as follows will be displayed.

  • All standard setups provided by ServiceGrid (marked iwth a * symbol in the ShortName).
  • All customer specific setups marked as "Available for Cockpit" or "Available for Both".

Step 3: Enter the search parameters to search for a list setup.

Step 4: Click the GO button.

Step 5: Click the name of the desired setup.

Step 6: Enter the fields in the master form that will be displayed.

Step 7: Click the Save button to save the changes or click Cancel to discard the changes.


Field Names and Descriptions for List Setups

Field Names Field Description
SetUpID Internal ID of the list setup used. This is a read-only field.
SetUpShortName Short name of the list setup used. This is a read-only field.
SetUpName Name of the list setup used. This is a read-only field.
ListType Displays the list type. This is a read-only field.
Name Name of the list displayed in the tree on the left side. This is a mandatory field.
SubTitle Subtitle of the list displayed in the title of the list. This is an optional field.
Description Text displayed below the subtitle in the list. This is an optional field.
SeqNr Sequence number in the cockpit group. This is a mandatory field.
IsPartOfDashboard A flag specifying whether the list is displayed in the dashboard provided that the group is a dashboard group.
DisplayFilterValues A flag specifying whether the filter values of the setup are displayed in the graphics and table view.
ListLink A flag specifying whether the List function link is available in the graphics and table view.
TableLink A flag specifying whether the Table function linkk is available in the graphics and list view.
GraphicLink A flag specifying whether the Graphic function link is available in the table and list view.
TreeLink A flag specifying whether the Tree function link is available in the list view.
GraphicControls A graphics control setting can be selected. All standard graphic controls and all customer specific graphic controls are listed.



















Standard List setups

More than 300 standard list setups are available for SD.cockpit. Standard list setups are provided by ServiceGrid. The list setup name of the standard setups contains keywords describing the content of the list setup.

List Setups by Keyword Description

List Setup Name
Description by Keyword
Call List setups
Analyzing the call volume in the categories of Incident, Problem, Change, Release, Service
Incidents List setups
Analyzing Incidents
Problems List setups
Analyzing Problems
Changes List setups
Analyzing Changes
Release List setups
Analyzing Release
Orders List setups
Analyzing Orders
Services List setups
Analyzing Services
Volume List setups
Analyzing the volume in different categories and different timelines
Open List setups
Analyzing open calls
Closed List setups
Analyzing closed calls
Servicetime List setups
Analyzing the service time (Acknowledge, Response, Recovery)
SL List setups
Analyzing the service level (Response, Recovery)














List Setup by Name Description

List Setup Name Description by Name
Calls Volume 1 Month Summarizes the call volume in the last month
Calls Open per Queue SL Recovery Analyzes all open calls per queue and calculates the service level for recovery time
Incident Volume per Category 12 Months Summarizes the incident volume per category in the last 12 months
Incidents Open per Level Calculates the open incidents per level (1/2/3)
Problems Servicetime 3 Months Calculates the average service time for all problems in the last 3 months
Changes closed per queue Analyzes the number of change requests closed per queue








Defining the graphic presentation of business groups

Changing the graphic controls

The graphic controls specify the business graphics presentation in the graphics view. The standard list setups have a graphic control record already assigned. If you want to change the graphic control assigned to a list setup, you can select another graphic controls record. There are two types of Graphic Control records:

  • Standard Graphic Controls provided by ServiceGrid (marked with a * symbol in the ShortName).
  • Customer specific Graphic Controls can be created for the company by the administrator.

To change a Graphic Control record (standard or customer specific), follow these steps:

Step 1: Click the cockpit element.

Step 2: Click the Change List function link.

Step 3: Select another Graphic Control record.

Step 4: Click the GO button to save the changes.

NOTE: If you don't assign another Graphic Control record, the Graphic Control assigned to the selected list setup is used.

Standard Graphic Controls

A number of ServiceGrid specific standard Graphic Control settings are available.

  • ARN Area
  • ARS Area Stacked
  • BVN Bar vertical
  • BVP Bar vertical percentage
  • BVS Bar vertical stacked
  • BHN Bar horizontal
  • BHP Bar horizontal percentage
  • BHS Bar horizontal stacked
  • BVP Bar percentage
  • BVS Bar stacked
  • LIN Line
  • PNV Pie with no values
  • PWV Pie with values

Creating Company specific Graphic Controls

To create your own (company specific) graphic controls, follow these steps:

Step 1: Go to BasicData/MyCompany/Setups.

Step 2: Select the Graphic Control menu item.

A list of all already defined company specific graphic controls will be displayed. Click on the ShortName of a line in the list to change an existing company specific graphic control or use the Creat a new Graphic Control functionlink to create a new company specific graphic control.

Graphic Control Parameters

Depending on the Graphic type, a number of parameters are used to define the presentation of the business graphic.

Parameter Type Description Values
Bar, Horizontal, Pie, Line, Area, Dial - -
Mode standard Values are separated in the standard display mode Yes Yes Yes Yes Yes na
Mode stacked Values are stacked Yes Yes na na na na
Mode layered Values are separated but displayed as transparent layers
Yes Yes na na na na
Width The width of the graphic on the screen. Default value is 700 pt. Yes Yes Yes Yes Yes Yes Yes
Height The height of the graphic on the screen. Default value is 528 pt. Yes Yes Yes Yes Yes Yes Yes
Percentage The values are calculated and displayed as percentages Yes Yes Yes na na na
3D Displays the graphic with 3D effect Yes Yes Yes Yes na na
Values Values are displayed Yes Yes Yes Yes Yes na
Legend A legend is displayed Yes Yes Yes Yes Yes na
Average The average per value set is calculated and displayed as line Yes Yes na Yes Yes na
Low Start Value, color and text of the low area of the dial na na na na na Yes
Medium Start Value, color and text of the mid area of the dial na na na na na Yes
High Start Value, color, text and end value of the high area of the dial na na na na na Yes
















IsDefault flag: A custom graphic control set can have the flag IsDefault activated. If this flag is checked, any cockpit element that doesn't have its own graphic control set being defined, will use the default graphic control. Selecting another graphic control in the list setup master data overrides the default flag. If a second custom cockpit group is defined as default, the first one will be automatically set to "No" for the IsDefault flag.

Changing a list

The list master data can be changed or deleted.

To change the list data settings, follow these steps:

Step 1: Click on the list entry in the tree.

Step 2: Click the Change List function link.

Step 3: Change the data in the fields. Another list setup can be selected.

Step 4: Click Save to save the changes or click Cancel to discard the changes.

Deleting a list

To delete a list, follow these steps:

Step 1: Click on the list entry in the tree.

Step 2: Click the Delete List function link.

Step 3: Click the Delete button to confirm the deletiion task or click Cancel button to cancel the deletion task.

NOTE: Deleting a list means ONLY deleting the reference to the list. In other words, the list setup will still exist in the database and can be used further.

Add an attachment to a cockpit group

To add an attachement to a cockpit group, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Add an attachment function link. The upload form will be displayed.

Step 3: Click the Search button to select a file from the local file system (s) accsessible through the network. This is function is an OS function.

Step 4: Update the attachment master data, if needed.

Step 5: Click Save to save the changes or click Cancel to discard the changes.

Field Name Field Description
FileName Name of the file attachment
FileSize Size of the file attachment
Name Name of the file attachment displayed in the tree on the left side
SeqNr Sequence number in the cockpit group
IsPartOfDashboard A flag specifying whether the attachment is part of the dashboard








Changing  Attachments

To change the attachment master data setting, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Change Attachment function link.

Step 3: Change the data in the fields.

Step 4: Click Save to save the changes or click Cancel to discard the changes.

Deleting Attachments

To delete an attachment, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Delete Attachment function link.

Step 3: Click Save to confirm the deletion task or click Cancel to discard the deletion task.

Adding an URL to a cockpit group

To add an URL to a cockpit group, follow these steps:

Step 1: Click on the URL entry in the tree.

Step 2: Click the Add an URL function link.The master data form will be displayed.

Step 3: Enter the data in the form fields.

Step 4: Click Save to save the changes.The new URL will be created and displayed in the tree with the selected name and in the selected sequence.

Field Name Field Description
ID Internal ID of the URL
Link Web link URL. The syntax of the URL should be http:// or https://
Name Name of the URL displayed in the tree on the left side. This field is mandatory
SeqNr Sequency number in the cockpit group
IsPartOfDashboard A flag specifying whether the URL is part of the dashboard
OpenInSame Window A flag specifying whether the web page will be opened in the same browser window in the left side or a new windows will be opened. The flag is set for security reasons and should be commited by the editor of the URL master data
Editor Editor of the URL master data
EditTime Edit time of the URL master data












Changing an URL

To change the URL master data settings, follow these steps:

Step 1: Click on the URL entry in the tree.

Step 2: Click the Change URL function link.

Step 3: Change the data in the fields.

Step 4: Click Save to save the changes or click Cancel to discard the changes.

Deleting an URL

To delete an URL, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Delete URL function link.

Step 3: Click Save to confirm the deletion task or click Cancel to discard the deletion task.

Defining schedulers for automated mail and archive exports

The scheduler function provides a scheduled publicatio of cockpit elements per mail or a schedule storage of cockpit elements in the archive.

Adding a scheduler to a cockpit group

To add a new scheduler to a cockpit group, follow these steps:

Step 1: Click on the cockpit group in the tree.

Step 2: Click the Add a Scheduler function link.

Step 3: Enter the fields in the scheduler master data record.

Step 4: Click Save to save the changes or click Cancel to discard the changes.

Field Name Field Description
CockpitGroup Name of the cockpit group is set automatically
ID Internal ID of the scheduler
Name Name of the scheduler
IsActive A flag specifying whether the scheduler is active
Destination Destination of the data will be "Mail" or "Archive"
Format of Reports (Mail) Format of the data will be PDF or CSV
FieldSeparator of List Field separator in case of CSV format
TextSeparator of List Text separator in case of CSV format
Period Period between the scheduled publications will be Daily or Weekly or Monthly or Yearly
StartTime Start time of ths Scheduler
StartMonth Start Month if the period is "Yearly"
StartWeekDay Start week day if the period is "Weekly"
StartDay Start day if the period is "Monthly"
EMFrom Sender mail address to be used if the destination in "Email"
EMSubject Email subject if the destination is "Email"
Description A description of the scheduler
Max Number of Archives Maximum number of archive records to be stored before deleting old records
IncludeChildGroups A flag specifying whether child groups should be included in the publication
NextStart Next start date and time is calculated automatically
LastStart Last start date and time is set automatically























Changing a scheduler

To change the scheduler settings, follow these steps:

Step 1: Click on the scheduler name entry in the tree.

Step 2: Click the Change the Scheduler master data function link.

Step 3: Change the data in the fields.

Step 4: Click Save to save the changes or click Cancel to discard the changes.

Deleting a scheduler

To delete a scheduler, follow these steps:

Step 1: Click on the scheduler name entry in the tree.

Step 2: Click the Delete Scheduler function link.

Step 3: Click Save to save the changes or click Cancel to discard the changes.

Add mail receivers to a mail scheduler

The receivers of a mail scheduler should be set separately. Only the creator of the scheduler is assigned as receiver to the mail scheduler initially and can be able to add other receivers to the mail scheduler.

To add other receivers to a mail scheduler, follow these steps:

Step 1: Click the Change receivers function link.

Step 2: Mark all users who are to be added as receivers.

Step 3: Select Change receivers of scheduler.

Step 4: Click the Submit button.

The selected users will be added as receivers to the mail scheduler.


For a complete list of Cisco ServiceGrid Articles, go to the List of Articles page.

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