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Creating a MAP dashboard

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Introduction

MAP dashboards are used in ServiceNav to model and visualize equipment and services in real time.

MAP dashboards therefore accelerate technical operations by allowing the operator to focus on his areas of interest.

This document explains how to configure and use dashboards.

General principles

Templates

MAP dashboards are visible in the Dashboard tab of the application.

The dashboards are built from different models :

  1. User services, hosts and service checks
  2. Hosts and service categories
  3. Weather map - user services
  4. Weather map - hosts
  5. Mobile
  6. Status list
  7. MAP

There is no limit to the number of configurable dashboards per user.

The reports displayed in the dashboards are taken from the application's real-time status database. They can be refreshed automatically or manually.

Note: For the model MAPIf you select the "Status" menu item, the status is displayed in real time.

Configuration

The following items can be configured for a dashboard :

  • Title
  • Visibility: public or private
  • Include or exclude certain events from showing

Rights management

A dashboard is created by a user at the account level. It is not inherited by accounts subordinate to the associated company.

Visibility rules are as follows:

  • All ServiceNav profiles with access to the Configuration > Reporting menu can create a dashboard.
  • All users of a company have access to that company's "public" visibility dashboards. Private" visibility dashboards are only accessible to the user that created it.
  • All ServiceNav profiles that can access the Dashboard tab can view the Dashboard carousel and operate a selected dashboard in the carousel.
  • All users in a company have access to that company's "public" visibility dashboards. The "private" visibility dashboards are only accessible by their creator.

Setting up a dashboard

It is possible to configure a dashboard for a given company, or for a group of companies.

For managed companies

  • Positioning on the parent company (partner)
  • Navigate to Configuration > Reporting
  • Select the tab Customer base for internal use

  • This tab displays a list of all reports and dashboards with the following information :
    • Object type :
      • Dashboard
      • Report
    • Visibility:
      • Private
      • Public
    • Title of the report/dashboard.
    • Content template.
    • Creator and update date.
  • Create/edit the dashboard.

For a site

  • Navigate to the site.
  • Navigate to Configuration > Reporting.
  • Create/edit the dashboard.

Create a MAP dashboard

  • Click on Add.
  • In the tab Type reporting :
    • Fill in the title of the report.
    • Choose visibility.
    • Select the report type: Dashboard.
    • Select the content template: MAP
    • Selecting events to exclude from the dashboard
    • Click Apply

Creating a MAP dashboard

  • Edit the interactive MAP.
  • Click on the Edit MAP button.
  • Slide equipment onto the MAP.
  • Select the company and equipment to be added.
  • Click on Add.

  • Drag a unit service onto the MAP.
  • Select the company and equipment.
  • Select the unit services to be linked to the equipment.
  • Click on Add.

  • Organize and link equipment with services.

Illustrate a MAP

  • Drag an image onto the MAP.
  • Retrieve the image by clicking on Browse.
  • Click on Add.

Modify a dashboard

To edit an existing dashboard, click on the title of the dashboard in the menu Configuration > Reportingand then modify the fields as described in the earlier section.

Delete a dashboard

To delete one or more dashboards :

  • Go to the menu Configuration > Reporting.
  • Select the dashboards you want to delete.
  • Click on the trash can icon.

Using dashboards

This section explains how to access the dashboard carousel and how to choose a dashboard element from the carousel. It details the different dashboards templates and how to interact with monitored hosts from a dashboard.

Dashboard carousel

The dashboards are visible in the menu Dashboard. This is also the home page after logging in.

When the user first clicks on this menu after logging into ServiceNav, the first dashboard in the dashboard list is displayed. The dashboards are sorted by title in ascending alphabetical order.

When the user returns to this menu later, the dashboard displayed is the last one the user consulted.

The user can display a new dashboard by clicking on the button at the top right of the page: the carousel is displayed.

The buttons in the upper left corner control the refreshing of the dashboard data:

  • To manually refresh dashboard data
  • To automatically refresh dashboard data
  • Press pause to stop the automatic dashboard refresh.

To select the previous or next dashboard, click on the arrows.

To select a dashboard directly, click on its number at the bottom left.

To display the selected panel, click on it in the carousel.

By clicking on the equipment name, the user displays the equipment detail record.

By clicking on the service name, the user displays the service detail sheet

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