SummitAI Service Management Help

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You can view the list of existing Configuration Items (CIs) under a selected Tenant.

You can view the CIs in the Tile view or Tabular view.
You can search for the CIs using the Filter section.

To view the list of CIs:

Select CMDB > User > Configuration Item List.
On the CONFIGURATION ITEM LIST page, a list of CIs is displayed.
- You can view the CIs in the Tile view or Tabular view.
- You can search for the CIs using the Filters icon on the ACTIONS panel (see: 228917394).
Figure: CONFIGURATION ITEM LIST page (Tile view)

Figure: CONFIGURATION ITEM LIST page (Tabular view)
Note:

Hover the mouse over CI Description or Information to view the description or information in a pop-up page.
Click the CI NO of a CI to view the details about the CI. For information about the fields on the CI ID page, see Adding Configuration Items.

Viewing or Modifying CIs

You cannot modify a CI directly. A related Change Record (CR) should be created for modifying a CI. Only after the related CR is Implemented, the linked CI can be modified. On the CI ID page, make the changes as per the CR and click SUBMIT. For more information about viewing/ modifying CI, see Viewing and Modifying CIs.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CONFIGURATION ITEM LIST page.

Filters

Click the Filters icon to specify a particular filter criteria to display the CIs. On clicking the Filters icon, the FILTERS pop up page is displayed. Select the Tenant. Specify the Classification and Sub-classification to view list of CIs under the selected Classification and Sub-classification. Select the Include Inactive CIs check box to also display the inactive CIs in the search results. Click SUBMIT.

Figure: FILTERS pop-up: BASIC section

Figure: FILTERS pop-up: ADVANCED section

ADD NEW

Click ADD NEW to add a new CI. For more information about adding CIs, see Adding Configuration Items.

ADD SERVICE

Click ADD SERVICE to add a new service for CI. For more information about adding Services, see Adding Services.

CONFIGURE COLUMNS

Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see Personalizing Pages of SummitAI Platform.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export and download the table data to a Microsoft Excel sheet.

View

What is a view?

A View consists of a set of pre-defined filter conditions. By selecting a View, the analyst can view the records that meet the filter conditions or criteria defined in that View. An Analyst can create or delete Views from both the Tabular view or the Tile view

Note:

A view created by an analyst is not available to another analyst.

Create a New View:

To create a new View, the user needs to define Filter conditions.

Adding Filter Conditions:

A filter condition consists of the following parts:

Field: Each field is a column in the table.
Operator: Each field type has its own set of valid operators. Based on the field type the operators are displayed.
Value: Each field has its own set of valid values determined by the Field type and Operator.

What is a Filter Operator?

In literal terms, an operator specifies how parameters relate to one another. The following table describes the list of operators with a short description.

Note:

Based on the selected field, the operates are populated in the Operator field.

Filter Operators

An operator indicates how parameters relate or compare to one another. The newly introduced filter operators help to narrow down your results in a short amount of time and it provides more flexibility to the users.

The following table describes the list of operators and a short description against each of them.

Name	Operator	Function
Not Equals	!=	Find a match that should not equal (exactly), the value entered.
Less than or equal to	<=	Find a match where the numerical value is equal or less than the value entered.
Less than	<	Find a match where the numerical value is less than the value entered.
Is one of	IN	Find matches where one of the following items applies.
Is not one of	NOT IN	Find matches where one of the following items does not apply.
Greater than or equal to	>=	Find a match where the numerical value is equal or greater than the value entered.
Greater than	>	Find a match where the numerical value is greater than the value entered.
Equal to	=	Find an exact match with the value
Contains	Contains	Find a match which contain somewhere this value.
Between	Between	Find a match where the numerical value is between the first and second value inclusive

In the Field drop-down the analyst can view the following groups.
- User Attributes
- Standard Attributes
- Date

The following table describes the Field Types and Operators.

Field Type	Operator	Sample Value	Expected Results	Default Operator
Drop Down, User Search Control, Search Control, and Tree View (Example: Status)	=	Retired	Displays all the tickets in Retired status.	=
	!=	Retired	Displays all the tickets other than Retired tickets.
	IN	Retired, In-Progress	Displays all the tickets in Retired and In-progress status.
	NOT IN	Retired, In-Progress	Displays all the tickets other than Retired and In-Progress status.
Numeric and Date (Example: CI ID)	=	2467	Displays only the CI 2467.	=
	IN	25236, 25463	Displays the tickets with ID 25236 and 25463. Note: This Operator not applicable for Date field type.
	<	2467	Displays all tickets Less than 2467.
	>	2467	Displays all tickets greater than 2467.
	<=	2467	Displays all tickets less than or equal to 2467.
	>=	2467	Displays all tickets greater than or equal to 2467The filters of the selected view are reflected in the form of breadcrumbs/pill (refer below screenshot). By clicking a specific field, the Analyst can view the values selected for that field. .
	Between	25236 and 25463	Find a match where the numerical value is between the first and second value inclusive. EX: (25236, 25237, and 25238)
Radio Button and Check box	=	Example: Tenant = IT	Displays tickets of IT tenant.	=
Text Area	Contains	Example: Tenant = IT Description Contains Service	Display IT tenant tickets where Description Contains Service. Note: The users can search for a combination of keywords using basic operators (AND, OR, NOT, Quotes, Parenthesis, and Asterisk), to produce more accurate and more relevant results.	Contains

Example:

Consider that an Analyst wants to create a view for Development, Production, Retired, Staging, and Under Maintenance CIs of Information Technology Tenant. In this case, add conditions as shown in the following figure.

Figure: Configuration Item List page

Click Apply to view records that meet the above filter conditions.
Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page displayed.

Figure: CONFIGURE COLUMNS
Select Display Type (Tile View or Tabular View).
Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns.
Drag Up or Down to specify the sequence in which the columns should be displayed on the page.
Click SUBMIT. The list reloads to show the changes.

Note:

Consider the list page is in Tabular view. On the CONFIGURE COLUMNS pop-up page, the analyst selected Display Type as Tile view and clicks Submit. In this case, the list page reloads to show the changes in the Tile view.
Click Save As New. The SAVE VIEW pop-up is displayed.
Type in the details for the other required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the SAVE VIEW pop-up page, see 228917394.
Note:

On the SAVE VIEW pop-up page, the Analyst can also add or remove filter conditions, change Display Type, and Configure Columns.
Click Submit. A new View is created.

Field Description

The following table describes the fields on the SAVE VIEW pop-up page:

Field	Description
Views
View Name	Type in the name for the View.
Set As Default	Select the Set As Default check box to view the Incidents with the saved filter criteria by default. It reduces the user effort and time for repeated search actions with the same filter criteria.
Filters
Field	Each field is a column in the table.
Operator	Each field type has its own set of valid operators. The operator determines if a value is needed.
Values	Each field has its own set of valid values determined by the field type.
Configure Columns	Configure Columns option allows the Analyst to customize columns to appear and the order in which they appear in the Tabular or Tile view according to individual preferences.
Display Type	(Tabular View) icon: Click this icon to configure columns for Tabular view. (Tile View) icon: Click this icon to configure columns for Tile view.
Available Columns	Lists the available columns.
Selected Columns	Lists the selected columns. Note: Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns. Drag up or down to set the sequence in which the columns should be displayed on the page.

To Set as Default:

Search and select a View from the drop-down list.
Click Set As Default link to make it default view. The selected view is set as Default.

To Edit a Specific View:

Search and select a View from the drop-down list.
Click (Edit) icon. The EDIT VIEW pop-up page is displayed.
Type in the details for the required fields under the Views, Filters, and Configure Columns section. For more information about the fields under these sections on the EDIT VIEW pop-up page, see 228917394.
Click Submit.
Note:
- The filters of the selected view are reflected in the form of breadcrumbs/pill (refer below screenshot). By clicking a specific field, the Analyst can view the values selected for that field.
- Click icon to remove specific filter condition. The list page reloads and shows records based on remaining filter conditions.
- Click (Reset) to reset the conditions to the initially configured condition for the selected view.
- Click Clear to reload the list page with the view, which was set as the default view.
Figure: Configuration Item List page

To Delete a Specific View:

Search and select a View from the drop-down list.
Click (Delete) icon. The DELETE VIEW pop-up page is displayed.
Click Delete to delete the view.

Configure Columns

Configure Columns option allows the Analyst to customize columns to appear and the order in which they appear in the Tabular or Tile view according to individual preferences.

To personalize columns:

Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page is displayed.
Select Display Type (Tile View or Tabular View).
Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns.
Drag Up or Down to specify the sequence in which the columns should be displayed on the page.
Click SUBMIT. The list reloads to show the changes.

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