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Setting up a monitoring report

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Aim

Reports are used in ServiceNav to present or show the status of the monitored estate at the level of a group of hosts and/or services and for one or more chosen companies. They thus enable the necessary action to be taken to modify or upgrade the environment.

This document explains how to configure monitoring reports.

 

General principles

Reporting categories

There are 3 categories of reporting depending on the intended use:

  • Customer base for internal use Consolidated reporting of your entire customer base, distributed internally according to the chosen frequency and communication method.
  • Customer base for external use Reports distributed externally to each of your customers, according to the chosen frequency and communication method.
  • Internal IT Reports concerning your internal IT assets, distributed internally according to the chosen frequency and communication method.

Content Templates

Monitoring reports can be created from the following base templates:

  • Park Details : visualization of equipment and associated services for the selected companies.
  • Current State of the Park : visualization of the current status of the services associated with the selected equipment.
  • Availability analysis : visualization of the availability of user services (service weather) and selected equipment over a given period, with calculation of the evolution of this over the last few months.
  • Performance Analysis : visualization of the availability of the selected equipment over a given period of time as well as the performance of the associated services.
  • Monitoring the consumption of services at peak time : visualization of the selected equipment as well as the performance of the associated services during peak hours.

Monitoring reports can be defined at site or client level. Depending on whether the user is a customer or a partner, the types of reports offered are different. A customer will only have access to the reporting category "Internal IT".

Availability of content templates:

  • Partner:

Company or site
  Customer base for internal use Customer base for external use Internal IT
Park Details
Availability analysis
Performance Analysis
Current state of the park

 

  • Customer
  Client or site
Park Details  
Availability analysis
Performance Analysis
Current state of the park

 

Rights management

A monitoring report is created by a user at company or site level. It is not inherited by accounts subordinate to the company.

Visibility rules are as follows:

  • Configuration of a monitoring report
    All ServiceNav profiles that can access the menu Configuration > Reporting can set up a monitoring report.
    All users of a company have access to the monitoring reports of that company with "public" visibility. Reports with"private" visibility are accessible only by the user that created it.
  • Viewing monitoring reports
    All ServiceNav profiles that can access the menu Monitoring > Reports can view the list of created monitoring reports.
    All users of a company have access to the monitoring reports of that company with "public" visibility. Reports with"private" visibility are accessible only by the user that created it.

View created monitoring reports

Monitoring reports that have been configured at the client or company level are visible on the page Monitoring > Reports.

Each line represents a report, for which the following information is displayed:

  • Report title
  • Visibility of the report (public/private)
  • Report template used
  • Analysis period
  • Report distribution frequency
  • Report creator
  • Distribution method
  • Report status
  • Date of last report run

supervision-reports-list

It is also possible to preview a report by clicking on the icon : supervision-reports-preview

 

General configuration of a monitoring report

Monitoring report configuration is performed from the page Configuration > Reporting.

When configuring a report it is possible to preview it by clicking on the button configuration-reporting- preview

Create a monitoring report

Click on Add.

The report configuration window opens:

  • Report title
  • Report visibility
  • Type (report or dashboard)
  • Content template

Optional (depending on the selected content template) :

  • File format of the report
  • Report analysis period

configuration-reporting-type reporting

Depending on the selected content template, other tabs appear for defining the scope of the report

  • Companies and sites to include in the report.
  • User services to include in the report.
  • Hosts to include in the report.
  • Services to include in the report.

Finally, the Sending Policy tab allows you to define how and when the report is distributed.

 

Company/Site tab :

Configuration - Reporting - sites

The Display the sites checkbox lets you decide whether you want to display the name of the company's sites in the report. Otherwise only the company name itself is displayed. This field is only supported by some templates.

The Select checkbox allows you to choose how you want to select the companies/sites to include in the report :

  • VIP level determines if companies and sites are included according to their VIP flag.

Configuration - Reporting - Sites - Category

  • By company lets you manually include/exclude the companies and sites to be present in the dashboard.

Configuration - Reporting - Locations - Selection

Hosts tab

This tab allows you to define which hosts will be displayed in the dashboard.

configuration-reporting-report-equipment

TheStatus field allows you to filter the hosts to be included in the dashboard according to their status (not supported in all report templates).

Configuration - Reporting - Equipment - Status

  • Hosts may be selected according to their business impact, their tags and their category.
    • business impact selection
      Configuration - Reporting - Equipment - Criticality
    • Tag selection
      Configuration - Reporting - Equipments - Label
    • Category Selection
      Configuration - Reporting - Equipment - Category

 

Services tab

This tab allows you to define which services will be included in the report.

Configuration - Reporting - Services

The Status field allows you to filter services to be included in the report based to their status.

Configuration - Reporting - Services - Status

The Business impact allows you to filter services to be included according to their impact.

Configuration - Reporting - Services - Criticality

Finally, service check categories to include must be specified.

Configuration - Reporting - Services - Category

User Services Tab

This tab lets you define which user services will be included in the report.

configuration-reporting-report-SUT

User services are selected according to their Business impact.

Configuration - Reporting - SUT - Criticality

 

Modify a monitoring report

To modify a monitoring report, click on the report title in the list and then modify its configuration as described in the previous sections..

 

Modify a monitoring report

To delete a monitoring report, select the relevant report and click on the trash icon.

configuration-reporting-removal

Sending policy tab

This tab allows you to choose and configure the way to distribute the report.

configuration-reporting-policy sending

There are currently 3 distribution methods (some may be unavailable for certain types of report):

  • None: the report can be viewed directly from the monitoring interface.
  • Email: the report will be emailed to one or more contacts.
  • Network share: the report will be deposited on a shared folder.

Network share

C:UsersjchefdevilleDocumentsconfiguration-reporting-mail-sharing

  1. Specify the share path
  2. Fill in the username and password and domain of the user used to connect to the share
  3. Select the frequency and time at which to generate and send the report.

 

Email

configuration-reporting-sending-mailing-1

configuration-reporting-sending-mailing-2

 

  1. enter sender's e-mail address
  2. Enter subject of the email
  3. Enter body of the message
    • if the report is in html format, it must be inserted in the body of the message, along with the company logo if required, using the text editor toolbox.
      configuration-reporting-report-sending-insert-html
    • if the report is in another format, it will be included as an attachment to the email
  4. Select the contacts for each client company to whom the report is to be sent (only available for reports for external use) Each contact will then receive a report for their company's elements only.
  5. Select the internal contacts who will receive the report
  6. Selecting the periodicity, day and time of sending

 

 

 

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