Setting up a supervision report

Introduction

Supervision reports are used in ServiceNav to visualize or present the status of an IT park at the level of a group of equipment and/or services and for one or several given companies. They will allow you to take the necessary measures to adjust or evolve your fleet.

This document explains how to set up supervision reports.

General principles

Reporting categories

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

• Customer base for internal use Consolidated reporting of your entire customer base, transmitted internally according to the desired frequency and means of communication.
• Customer base for external use Reporting : reporting transmitted externally to each of your customers, according to the desired frequency and means of communication.
• Internal park Reporting on your internal fleet, transmitted internally according to the desired frequency and means of communication.

Content templates

Supervision reports can be defined from the following content templates:

• Park Details Visualization of the equipment and associated services for the selected companies.
• Current condition of the fleet View 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 The availability of the selected equipment over a given period of time and the performance of the associated services.
• Monitoring of peak hour service consumption Visualization of the selected equipment and the performance of the associated services during peak hours.

Supervision reports can be defined at a site or customer 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 "internal fleet" reporting category.

Availability of content templates :

• Partner:

• Customer

Rights management

A supervisory report is defined by a creator at company code or site level. It is not inherited by accounts subordinate to the company code.

The visibility rules are as follows:

• Configuration of a supervision report
  All ServiceNav profiles that can access the Configuration > Reporting can set up a supervision report.
  All users of a company have access to the definitions of that company's "public" visibility reports. Private" visibility reports are only accessible by the creator of the report.
• Viewing supervision reports
  All ServiceNav profiles that can access the Supervision > Reports can view the list of supervision reports created.
  All users of a company have access to that company's "public" visibility reports. Private" visibility reports are only accessible by the creator of the report.

Viewing the created supervision reports

The supervision reports that have been configured at a client or company level are visible on the Supervision >Reports.

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

• The title of the report
• The visibility of the report (public/private)
• The content model used
• The analysis period
• The frequency of sending the report
• The name of the person who created the report
• The associated shipment type
• The status of the report
• The last date the report was sent

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

General configuration of a supervision report

The configuration of the supervision reports is done in the Configuration > Reporting.

When configuring a report, it is possible to preview it by clicking on the

Create a supervision report

Click on Add.

The window for setting up a report opens:

• Enter the title of the report
• Select report visibility
• Select the type of report (report or dashboard)
• Select the desired content template

Optionally (depending on the selected content model) :

• Select the file format of the report
• Select the period for calculating the report

Depending on the content model selected, other tabs appear to define the scope of the report

• The companies and sites concerned by this report.
• The user services to be included in the report.
• Equipment to be included in the report.
• Unit services to be included in the report.

Finally, the Sending Policy tab allows you to set up how and when the report is sent.

Company/Site tab:

The field View sites allows you to define if you want to display the name of the company's sites in the report. If not, only the company name is displayed. This field is only present for some models.

The field Selection type allows you to choose the way you want to select the companies/sites to be included in the report:

• By category VIP flag: 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.

Equipment tab

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

The SStatus allows you to filter the equipment to be included in the dashboard according to its status (not present for all report templates).

• The equipment is selected according to its criticality, its labels and its categories
  • Selection of criticalities
    
  • Label selection
    
  • Category selection
    

Services tab

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

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

The field Criticality allows you to filter the unit services to be included according to their criticality.

Finally, you must select the checkpoint categories to be included.

User Services Tab

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

User services are selected according to their criticality.

Editing a supervision report

To modify a supervision report, click on the title of the report in the list then modify its configuration as indicated in the previous chapter.

Editing a supervision report

To delete a supervision report, select the concerned supervision reports and click on the trash button.

Sending Policy Tab

This tab allows you to select and configure the way the report is sent.

There are currently 3 sending methods (some of them may be inactive for some types of reports):

• None: the report will be displayed directly from the supervision interface.
• Email: the report will be sent by email to one or more contacts.
• Network sharing: the report will be filed in a shared folder.

Network sharing

1. Enter the share path
2. Enter the domain, user ID and password of the user used to identify himself on the share
3. Select the frequency with which to send the report and the time at which it will be generated.

Messaging

…

1. Enter the email address of the sender
2. Enter the subject of the email
3. Fill in the message body
   • if the report is in html format, it should be inserted in the body of the message, possibly with the company logo, using the text editor toolbox
     
   • 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 for which the report is to be sent (only available for external use reports).
5. Select the internal contacts who will receive the report
6. Select the periodicity, day and time of sending