Dashboards are used in ServiceNav to allow visualisation and actions on monitoring data across a range of devices. The dashboards speed up technical interventions by letting the viewer concentrate on their areas of interest.
This document explains how to configure and use dashboards.
Dashboards are visible in the Dashboard tab, which is the default home page of ServiceNav.
Dashboards are built from dashboard templates. The following templates are available in ServiceNav:
- User services, hosts and service checks
- Hosts and service categories
- Weather map - user services
- Weather map - hosts
- Status list
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.
The template User services, hosts and service checks allows you to view the health of your estate by user service, host or service status.
The template Hosts and service categories allows you to view the health of your estate by host or service status.
The template Status list allows you to view the health of the hosts and services in your estate.
The following items can be configured for a dashboard :
- Visibility: public or private
- Include or exclude certain events from showing
- Companies included in the dashboard, with the possibility to choose companies by name, or by contract category (VIP) - for some dashboard templates
- User services to include in the dashboard, filtered by criticality - for some dashboard templates
- Hosts to include within the dashboard, selected by status, criticality or host category - for some dashboard templates
- Services to include in the dashboard, selected by status, criticality or service category - for some dashboard templates
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 open 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 :
- Create/edit the dashboard.
For a site
- Navigate to the site.
- Navigate to Configuration > Reporting.
- Create/edit the dashboard.
Create a dashboard
- Click on Add.
- Follow Type reporting :
- Fill in the title of the report.
- Choose visibility.
- Select the report type: Dashboard.
- Select the dashboard template.
- Select the events to be excluded from the dashboard :
- Events acknowledged.
- Unconfirmed events (status hard).
- Events occurring on hosts/services under maintenance.
- Depending on the chosen dashboard templates, other tabs appear to further configure the dashboard
- The companies and sites to include in this dashboard.
- User services to be included in the dashboard.
- Hosts to be included in the dashboard.
- Services to be included in the dashboard.
Company/Site tab :
The Display the sites allows you to define whether you want to display the name of the company's sites in the dashboard. Otherwise only the company name is displayed.
The Select allows you to choose how you want to select the companies/sites to be included in the dashboard :
- Business Impact allows you to include companies and sites according to their VIP flag.
- By company to manually select the companies and sites to be included in the dashboard.
This tab allows you to define which hosts will be displayed in the dashboard.
The fieldStatus allows you to filter the hosts to be included in the dashboard depending on their status.
The Select allows you to define which hosts are included in the dashboard :
- Business Impact Hosts are selected according to their criticality, tags and its category.
- By host : Hosts are selected manually by the dashboard creator
This tab allows you to define which services will be displayed in the dashboard.
The Status allows you to filter the services to be included in the dashboard according to their status.
The Business impact allows you to filter services to be included according to their criticality.
Finally, service check categories to be included must be specified.
If more than one category is selected, it is possible to move them from top to bottom to change the order in which the columns are displayed in the dashboard.
User Services Tab
This tab allows you to define which user services will be displayed in the dashboard.
The Status allows you to filter the user services to be included in the dashboard according to their status.
The Select radio buttons allow you to define which user services are to be included in the dashboard :
- By Category User services are selected according to their business impact.
- By user service User services are selected manually by the dashboard creator.
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.
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.
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.
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 dashboard, click on it in the carousel.
The buttons in the upper left corner control the refresh of the dashboard data:
- To manually refresh dashboard data
- To automatically refresh dashboard data
- To stop the automatic refresh of the dashboard
Dashboard: User services, hosts and service checks
This section describes the dashboard template User services, hosts and service checks.
This dashboard shows the number of user services, hosts and services with their status for all the companies in scope.
Each line represents a company and all its sites. The name of the company is displayed in the column Companies.
The column User Services displays the number of user services with the indicated status. This number consolidates the statuses for the company and sites.
The column Hosts displays the number of devices with the specified status. This number consolidates the statuses for the company and the sites.
The column Services displays the number of unit services with the indicated status. This number consolidates the statuses for the company and sites.
A n ordering rule places at the top of the dashboard the companies/sites on which the operator should focus. The ranking is done from the most critical to the least critical status, and from the user service to the individual service. Where the status is the same, alphabetical order is employed.
The statuses are classified from the most critical to the least critical:
Dashboard: Hosts and service categories
This dashboard presents the list of hosts as defined in the configuration.
Each line on the dashboard represents a host and indicates: the name of the host, the company/location, the status of the host and its services.
Ranking allows the user to focus on problems by ordering by decreasing degree of importance, with the most important problems at the top of the view. The degree of importance is inferred from the status of the host or its services and the duration of this status.
Hosts are therefore ranked from top to bottom according to the following criteria:
- CRITICAL statuses from the oldest to the most recent.
- WARNING statuses from the oldest to the most recent.
- UNKNOWN statuses from the oldest to the most recent.
- NO DATA statuses from the oldest to the most recent.
- OK statuses from newest to oldest.
The first column indicates whether the company or site is under VIP contract or not.
Clicking on the name of the company or site allows you to navigate to the Monitoring> Monitoring menu by positioning you under the corresponding site or company.
If in the dashboard the company is displayed in a red frame, this means that all hosts (not just those specified in the dashboard filter) of the company are in a status other than OK.
Clicking on the host opens a menu that allows you to perform the following actions:
- Perform remote access at the company or site network level, subject to access configuration at the company/site level.
- Launch an immediate check of the host
- Go to the host detail page
To set up remote access, navigate to Configuration > General > Remote access.
Clicking on a number in the dashboard displays a window showing the name of the service(s) in the category, the duration of the status, the date/time of the last scan, and the result of the last scan. The services are sorted from top to bottom in the list by decreasing criticality and decreasing state duration. The aim is to promote action on the most critical and oldest status alerts
By clicking on the service name, the user displays the service detail sheet.
The user can click on the status of the service to acknowledge the event, or acknowledge the event and create a ticket in the ticket management system.
To perform an immediate check, click on Last check date/time.
The numbers displayed in each column identify the number of events with the most critical status for the category in the column. The '+' symbol indicates that there are other events with a less critical status.