SummitAI Service Management Help

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How to Modify CIs?

A related Change Record (CR) should be created for modifying a CI (see: Creating Change Records). You cannot modify a CI directly. Only after the related CR is Implemented, the linked CI can be modified. Make the changes as per the CR and submit the changes . For more information about fields and icons on the CI ID page, see Adding Configuration Items.

Figure: CI ID page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CI ID page.

RELATIONSHIP

Click RELATIONSHIP to view the relationship of the CI with the other CIs. You can view the parent CI, child CI, peer CI, Service CI. Parent CI is shown in blue color, Child CI is shown in white color, Peer CI is shown in red color, Service CI is shown in yellow color in the diagram. You move around the CI icons for better readability. Click the Restore button to restore diagram to the original form. Upon double clicking a CI, it's immediate child/peer CI(s) is expanded and shown that enable users to view the complete relationship.The following context menu is displayed upon right clicking the RELATIONSHIP canvas.

Figure: Context Menu

View CI Details: Upon clicking this menu, the user is directed to the Details page of the selected CI to view the complete CI details. For example, see the following screen shot:

Figure: Example CI Details page

Close Menu: Upon clicking this menu, the context menu pan is closed.

Figure: RELATIONSHIP pop-up page

Also, all the linked CIs status (Up, Down, Under Maintenance etc.) is displayed in different colors based on the devices monitored in the SummitAI IT Operations Management. Blue color denotes that device is UP, Red color denotes that device is DOWN, and Yellow color denotes Alert.

Note:

The Parent CI is displayed at the center and highlighted in dark blue by default.
On selecting any related CI, the CI moves to the center and is highlighted in light blue.
You can Zoom in or Zoom out by mouse scrolling.
You can drag and drop the CIs, to arrange the Relationship view.

PRINT
Click to print of the CI relationship structure displayed on the pop-up page.

EXPORT TO EXCEL
Click to export and download the CI relationship structure data to a Microsoft excel sheet.

HARDWARE VARIANCE

Click HARDWARE VARIANCE to view the Hardware Variance details of the CI. The Hardware Variance indicates the variance in the actual Inventory data and the CMDB data related to a particular piece of hardware.

Figure: HARDWARE VARIANCE page

The following table explains about the fields on the HARDWARE VARIANCE DETAILS pop-up page.

Field	Description
Field Name	Displays the Field name of the Hardware Attribute.
CI Management Data	Displays the CMDB hardware details for the CI.
Actual Inventory Data	Displays the actual hardware details available.
CREATE CHANGE RECORD	The button is enabled if there is a variance between the CI Management Data and Actual Inventory Data. Click the button to create a new Change Record for the variance.
	Click the button to print the report in PDF.
	Click the button to export the report to a Microsoft Excel sheet.

SOFTWARE VARIANCE

Click SOFTWARE VARIANCE to view the Software Variance details about the CI. The Software Variance indicates the variance in the actual configuration data and the CMDB data related to a software found on a particular system.

Figure: SOFTWARE VARIANCE page

The following table explains about the fields on the SOFTWARE VARIANCE DETAILS pop-up page:

Field	Description
Software View	Select required option in the drop-down to view the variance data accordingly. Show Variance Only: To view the variance in Software. Software Summary: To view the variance in Software Summary. Software Details: To view the variance in Software Details.
CI Management Data	Displays the software available for the CI.
Actual Inventory Data	Displays the actual software available.
CREATE CHANGE RECORD	The button is enabled there is a variance between the CI Management Data and Actual Inventory Data. Click the button to create a new change record for the variance.
	Click the button to print the report in PDF.
	Click the button to export the report in excel.

CHANGE HISTORY

Click HISTORY to view the CI history on the CONFIGURATION ITEM HISTORY page.

Figure: CONFIGURATION ITEM HISTORY page

The following table describes the fields on the CONFIGURATION ITEM HISTORY page:

Field	Description
Column Name	Displays the name of the field where changes are made.
Change Date	Displays the date when the changes are made.
Changed By	Displays the name of the user who made the changes. Displays the value as Auto-Update, if the change is done by Discovery, for Software and Hardware Variance.
Old Value	Displays the value of the field before the change was made.
New Value	Displays the value of the field after the change was made.

CI LIST

Click CI LIST to view the list of CIs configured. For information about viewing list of CIs, see Viewing List of CIs.

KB

Click KB to display the KRs related to the CI and the KRs related to the Child CIs and Peer CIs.

Figure: KNOWLEDGE RECORDS pop-up page

CONFIGURATION BACKUP

Click BACKUP CONFIGURATION to view or compare the backup data stored for a CI on a particular date.

Figure: CONFIGURATION BACKUP pop up

To view the backup data of a particular date, click View. A text file containing the backup data is downloaded to your computer.
To compare the backup data for two different dates, select the date and click COMPARE. The COMPARE BACKUP pop-up page is displayed.

Figure: COMPARE BACKUP pop-up page

Note:

This option is available only for Network type CIs.

CI EVENTS

Click CI EVENTS to view the list of Events. The page initially displays only the last Event. You can expand the Event to view all the Events.

Figure: CI EVENT TREND REPORT

The following table describes the fields on the CI EVENTS pop-up page:

Field	Description
	Events in this page are grouped by Event Type and Device. Click this icon to view all the Events under a group. Figure: CI EVENTS: List page
Event Type	Displays the type of Event.
Reference ID	Displays the Reference ID.
Event ID	Displays the Event ID. Click the Event ID link to view the Event details. Figure: Event Details You can view and link Knowledge Records (KRs) to the Event. To view the list of published KRs click VIEW KBS. To view the Knowledge Record (KR) details, click the KB ID link. To link the KR to the Event, select the Link To Knowledge Article check box. and click SUBMIT.
Device Type	Displays the type of device.
Device Name	Displays the name of the device.
IP Address	Displays the IP Address of the device.
Event Category	Displays the category of the Event.
Message	Displays the comments of the Event.
Incident ID	Displays the Incident Id for the Event. Click the Incident ID link to view the Incident Details. Figure: CI EVENTS page
Acknowledged	Displays if the Event is acknowledged.
Event Date	Displays the date of creation of the Event.
Event Status	Displays the status of the Event.

Note:

On clicking SUBMIT, the VARIANCE DETAILS pop-up page is displayed.

Figure: Variance Details page

Select the Hardware/Software Variance and click SAVE VARIANCE to baseline the Variance and save other modifications in the CI.
Click DO NOT SAVE VARIANCE to save the modifications in the CI without base lining Software/Hardware Variance for the CI.

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