Configuring Monitoring Dashboards

Introduction

Dashboards are used in ServiceNav to view the monitoring data at the level of a set of host assets, and to act on these hosts. Dashboards therefore speed up IT monitoring by enabling the operator to focus on key information.

This document explains how to configure and use dashboards.

General Principles

Templates

Dashboards are visible in the Dashboards tab.

12568-1

 

Dashboards are constructed using dashboard templates. The following templates are available in the ServiceNav application via a dashboard carousel:

  1. Monitoring of the assets by family
  2. Monitoring of the assets by service category

There are no limits to the number of dashboards configurable per user.

The states shown in the dashboards come from the database in real-time of the states of the application. They can be refreshed automatically or manually.

 

The Monitoring of the assets by family template allows you to view the states of a set of assets according to the state of the user service, host or service.

12568-2

Each line represents a company and all of its sites, and summarizes the states of the user services, hosts and services.

The Monitoring of the assets by service category template allows you to view the state of a set of assets by host or service state.

12568-3

The Monitoring of the assets by service category template allows you to build dashboards displaying one line per host: the hosts displayed follow the following conditions and these conditions are configured in the dashboard:

·         They belong to the companies selected

AND

·         Their business impact is one of the business impacts of the hosts selected

AND

·         Their category is one of the categories selected

AND

(

·         Their status is one of the statuses selected

OR

·         At least one of the services associated with the host follows the criteria selected at the level of the service (service status, business impact of the service, service category)

)

Configuration

The following elements can be configured for a dashboard:

  • Title
  • Visibility: public or private
  • The possibility of including or excluding events acknowledged by the IT Monitoring
  • The companies taken into account in the dashboard, with the possibility of choosing the companies by name, or by category of contract (Off contract, Standard contract, VIP Contract) – for certain dashboard templates
  • The hosts in the dashboard scope, selected by status, business impact of the equipment or category of the host – for some template dashboards
  • The services in the dashboard scope, selected by status, business impact of the service or service category – for some template dashboards

A later section describes precisely how to configure a dashboard.

Rights management

A dashboard is defined by a creator at the level of an account. It is not inherited by the company’s dependent accounts.

The visibility rules are as follows:

Configuration of a dashboard

All ServiceNav profiles that have access to the Configuration > Reporting menu can configure a dashboard.

All users of a company have access to the definitions of dashboards with “public” visibility of this company. The dashboards with “private” visibility are accessible only by creator user.

Use of a dashboard

All ServiceNav profiles that can access the Dashboards module can view the dashboard carousel and use a dashboard selected in the carousel.

All users of a company have access to the dashboards with “public” visibility of this company. The dashboards with “private” visibility are only accessible by their creator.

Configuring a dashboard

It is possible to configure a dashboard for a given society, or a set of companies.

For a set

  1. Place yourself on the parent company identified by     12568-4
  1. Navigate to Configuration > Reporting
  1. Select the Customer base for internal use tab
  1. Modify the fields as indicated in section “Create a dashboard”.

12568-5

 

This tab displays the following information:

  • The type of object created:
    • Report        12568-6
    • Dashboard 12568-7
  • The visibility of the dashboard:
    • Private        12568-8
    • Public         12568-9
  • The report/dashboard title
  • The template
  • The creator
  • Last update date

 

For a company

  1. For a given company, place yourself on the company.
  1. Navigate to Configuration > Reporting
  1. Modify the fields as indicated in section “Add a dashboard”

 

Create a dashboard

Click on +Add

On the Reporting type tab, enter a title, choose the visibility, choose the template, choose whether the dashboard includes acknowledged events (choose Include) or if it excludes acknowledged events (choose Exclude).

If the chosen template is Hosts and service categories, the tabs Company / Site, Services, Hosts are displayed.

If the chosen model is User services, hosts and service checks, click on Apply to finalize the creation of the dashboard.

12568-10

 

In the Company / Site tab, choose Yes if you want to display the sites of the companies in the dashboard. In the opposite case, the dashboard displays the name of the company to which the site is related.

12568-11

To choose the companies and sites associated with the dashboard according to their contract, click on By category. Then select the type or types of relevant contract: Off contract, Standard Contract, VIP Contract.

Configuration of the type of contract for a company or a site is performed by navigating to Organization, then by entering the details of the company or site.

To choose the companies and sites associated with the dashboard in the list of companies, click on By company: the list of sites and companies will be displayed. Each column of the table can be sorted by clicking on the column title.

To sort the list, enter one or more words in the search box. The sort is performed dynamically on all columns of the table.

12568-12

Then go to the Hosts tab to select the hosts that will be displayed in the dashboard. The choice can be made about the status of the host, the business impact of the host or the host category.

For example, to view the hosts of a Windows Servers category, with high business impact, with Critical, Unknown, or Indeterminate status, do as follows…

Select the Critical, Unknown, No data statuses in the Status list.

12568-13

 

Select High business impact in the Business impact list.

12568-14

 

The configuration of the business impact of a host is performed by editing the host details record, accessible from Configuration > Hosts > List. From this same window, configuration can be completed for a group of hosts all at once by selecting the hosts from the list and applying the action Edit general information.

Select the Windows Server category in the list of categories, by clicking on +.

If several categories are selected, it is possible to move them from the top to the bottom and vice-versa in the left-hand column: this has no impact on the dashboard.

The configuration of the category of a host is performed by editing the host details record, accessible from Configuration > Hosts > List.

Then go to the Services tab to select the services that will be displayed in the dashboard. The choice can be made on the status of the service, the business impact of the service or the service category.

For example, to view the services of the CPU, memory, Application, Hardware category with high business impact, having Critical status, select Critical in the list of statuses:

12568-15

Select High business impact in the list of business impacts.

12568-16

Select the categories of CPU, memory, Application and Hardware services by clicking on +.

12568-17

If several categories are selected, it is possible to move them from the top to the bottom and vice-versa in the left-hand column: this determines the order of display of the columns in the dashboard. In the above example, the Cpu, hardware, Memory and Application columns will be displayed from left to right.

Modifying a dashboard

To modify an existing dashboard, click on the dashboard title and then change the fields as indicated in section “Adding a dashboard”.

Deleting a dashboard

To delete one or more dashboards, select the dashboard(s) and then click on the Trashcan icon. When prompted, click on Yes.

12568-18

Use the dashboards

This section explains how to access to the dashboard carousel and how to choose a dashboard element in the carousel. It gives details on the different dashboard templates and how to act on the hosts monitored from a dashboard.

Dashboard carousel

Dashboards are visible in the Dashboards tab..

12568-19

When the user clicks on this tab for the first time after logging into ServiceNav, the first dashboard in the list of dashboards is displayed. The dashboards are ranked in ascending alphabetical order of the dashboard title.

When the user returns to this tab subsequently, the dashboard displayed on the previous visit by the user to this tab is displayed again.

The user can choose a different dashboard by clicking here

12568-20

 

 

A carousel is displayed:

12568-21

Use the 12568-22, 12568-23  or   12568-24  to choose a configured dashboard.

To display the dashboard, click on the image of dashboard the in the carousel.

Dashboard: monitoring of the assets by family

This section describes the Monitoring of the assets by family dashboard template.

This dashboard presents for all the companies of the assets, the number of user services, hosts and services with their statuses.

12568-25

 

Each line represents a company or client/site. The name of the company is displayed in the Companies column.

The User services column displays the number of user services with the status indicated. This number totals the statuses for the company and the sites.

The Hosts column displays the number of hosts with the status indicated. This number totals the statuses for the company and the sites.

The Services column displays the number of services with the status indicated. This number totals the statuses for the company and the sites.

The ranking rule places the companies/sites on which the operator must focus at the top of the dashboard. The ranking is carried out from the most critical status to the least critical status, and from the user service to the service. For the same status, ranking is in alphabetical order.

The statuses are ranked from the most critical to the least critical:

12568-26

 

In the example below, companies having at least one user service with CRITICAL status are displayed at the top of the list, followed by those having at least one host with a status of No DATA…

12568-27

 

Dashboard: monitoring of the assets by service category

This dashboard presents the list of selected hosts from the assets according to different criteria. These criteria are defined during configuration of the dashboard, described in section “Add a dashboard” above.

12568-28

Each line of the dashboard shows a host, the company/site of attachment and the state of the host and services.

The ranking allows the operator to focus on the issues by degree of declining importance, with the most important issues being shown at the top of the dashboard. The degree of importance is deduced from the status of the host or the services of the host and the duration of this status.

The hosts are therefore ranked from top to bottom according to the following criteria:

12568-29

To refresh the contents of the dashboard manually:

12568-30

To refresh the contents of the dashboard automatically:

12568-31

To stop the automatic refresh of the dashboard:

12568-32

The first column 12568-33 indicates whether the company or the site is under a VIP contract or not.

Clicking on the name of the company or site allows you to navigate in Information System > Monitoring and place yourself on the clicked company or site.

If the company is displayed in the dashboard in a red frame, this means that all the hosts (and not only those listed in the dashboard filter) of the company have a status that is not OK status.

Clicking on the host opens a menu that allows you to perform the following actions:

  • Take control remotely at the level of the network of the company or the site, according to the resources configured at the level of the company/site
  • Plan an immediate check of the host
  • Open a support ticket
  • Gain access to the host data sheet

12568-34

To configure remote control, navigate to Configuration > General > Remote Access.

By clicking on a number in the dashboard, a window is displayed indicating the name of the services of the category, the duration of the state, the date/time of the last analysis, and the result of the last analysis. The services are ranked from top to bottom in the list by decreasing business impact and by decreasing duration of the state. The goal is to prefer processing of statuses that have the highest business impact and that are the oldest.

12568-35

 

By clicking on the name of the service in this pop-up, the user displays the sheet of details of the service.

The user can click on the status of the service to acknowledge the event, and, when integration with a ticketing system is implemented, acknowledge the event and create a ticket in this ticketing system, as shown below.

12568-36

To make an immediate check, click on the time of the Last checks, as shown below.

12568-37

The numbers displayed against some column headings identify the number of events whose status is the most critical for the column category. A ‘+’ symbol indicates that there are other events whose statuses are less critical. In the example below, there are two events with CRITICAL status in the Hosts column. When the user clicks on the number, a window displays the list of events.

12568-38

  • To navigate to Information System > Monitoring and place yourself on the company, click on the name of the company.
  • To view the record of details about the host, click on the host name.
  • To view the record of details about the service, click on the service name.
  • To acknowledge the event, click on the status of the service.

To perform an immediate check, click on the time of the last analysis.

Facebook
Google+
Google+
http://servicenav.coservit.com/documentation/configuring-monitoring-dashboards/
Youtube
Youtube
LinkedIn