1. Home
  2. Configuration Manager

Configuration Manager

Overview

The Configuration Manager area is used to set up and maintain the fabric of your organisation, allowing you to build and govern elements such as the organisation itself, its business units, its systems, environments, user groups, etc.

In the VCMDB (visual configuration management database) area, an extensive compilation of charts, diagrams and reports allow you to explore and assess the various relationships within business and IT environments, for example:

  • Which systems are utilised for a given business process
  • Which system instances are allocated to a system
  • What the relationships are between various systems, and how these communicate
  • What components are in use by a particular business unit, and the status of these components

Please note that Standard Users will only be able to see the VCMDB report area, and will be unable to add or edit any configuration items.

VCMDB

Environment BOM

The Environment Bill of Materials is a spreadsheet-style view of all your managed System Instances.

Key information displayed is the Resource Name, Status (health), Business Unit, System, Environment, Vendor and Version details.

Select the row of an object, then press the View System Instance button to deep-dive into a configuration item (CI) viewer and see further details of the system instance. Details include the description, sub-components, connected bookings, connected events, connected services, knowledge items (i.e. documentation) and orchestration for a system instance.

Use the Download button to export the report to a spreadsheet.

Composition View

The Composition View is an ‘Onion Ring’ that shows how a system and its instances are connected and distributed across your test environments (e.g. your instances in SIT, UAT and Production). This view also shows underlying components of interest.

Colours indicate the status of an object:
Green = In Operation
Amber = Planned Outage
Red = Unplanned Outage
Blue = In Provisioning

Filter by environment and system in the left panel.

Details of each item can be found by hovering over the item or explore by selecting the object and then clicking on the View button.

Connectivity View

Connectivity View is a node graph that provides representation of IT-centric connections within EcoSystem (i.e. Environments, Systems, System Instance, Bookings and Projects).

Each vertex (line) represents the type of connection between objects (nodes). The Legend panel provides an outline of what each colour represented in the graph means.

The scope of connectivity being shown can be filtered via the dropdown menu on the left panel.

Orchestration View

This three-level ‘Zoom in–Zoom Out’ view provides an overview of how systems and their instances are distributed across your environments. Filter further by using the dropdown in the left panel to specify an environment or use the branch filters to select systems.

Hierarchy is displayed from the environment level on the left, to system component level on the far right column. 

Clicking on any object block will zoom in on that element and its connections.

Colours indicate the status of an object:
Green = In Operation
Amber = Planned Outage
Red = Unplanned Outage
Blue = In Provisioning

Details of each item can be found by hovering over the item, or selecting the object and then clicking on the View button.

Lab View

The Lab View is represented by an ‘Onion Ring’ style diagram, which shows how lab devices are physically distributed by test labs.

Filter by lab and device type in the left panel

Colours indicate the status of an object:
Green = In Operation
Amber = Planned Outage
Red = Unplanned Outage
Blue = In Provisioning

Details of each lab device can be found by hovering over the item, or explore by selecting the object and then clicking on the View button.

DC Location View

Data Center Location View is represented by an ‘Onion Ring’ style diagram, which shows how Components are physically distributed by location (i.e. across your Data Centres, Rooms, Floors and Racks). Filter by business location in the left panel.

Details of each item can be found by hovering over the item, or explore by selecting the object and then clicking on the View button.

Business Process – System View

Business Process – System View is represented by a three-level ‘Zoom in–Zoom Out’ view that allows you to visualise how your systems relate back to your business units and Business Processes.

You can deep-dive into any object by simply clicking on it.

You can view more details of an object by selecting it and clicking on the View button.

IT Service – System View

The IT Service – System View is represented by a zoomable circular treemap that allows you to visualise how your systems relate back to your business units, Business Processes and IT Services. This allows for high level visualisation of your complete hierarchy between these elements.

You can deep-dive into any object by simply selecting it.

You can view more details of an object by selecting it and clicking on the View button.

The smallest circles represent Systems with larger rings representing IT ServicesBusiness Processes, and Business Units respectively.

This view shows the the in-depth relationships between your systems.

System Relationship View

The System Relationship View graphically shows the mutual dependencies of all systems within the organisation, in one central place. Systems are listed horizontally (along the x-axis) and vertically (along the y-axis).

More detailed information (status, business unit and connection technology information) can be revealed by hovering over the squares with your cursor.

Looking along a horizontal line, all the darker shades of colour indicate that the system on the y-axis is dependent on the system on the x-axis, and all the lighter shades of colour show that the system on the x-axis is dependent on the system on the y-axis.

Similarly, looking down a vertical line, all the lighter shade of colours indicate that the system on the x-axis is dependent on the system on the y-axis, and all the darker shade of colours show that the system on the y-axis is dependent on the system on the x-axis.

You may sort the axes order by System Name, Group, Status and Connection Group in the dropdown filter at the top of the reporting area.

Different colours are used for each type of connection technology (Batch Service, FTP, ESB, Web Service etc.). A filter and key for connection technologies is available in the left panel of the reporting area.

View any system by clicking on its corresponding colour square in the grid.

Instance Relationship View

The Instance Relationship View graphically shows the mutual dependencies of all the system instances within the organisation in one central place. Instances are listed horizontally (along the x-axis) and vertically (along the y-axis).

More detailed information (status, business unit and connection technology information) can be revealed by hovering over the squares with your cursor.

Looking along a horizontal line, all the darker shade of colours indicate that the instance on the y-axis is dependent on the instance on the x-axis, and all the lighter shade of colours show that the instance on the x-axis is dependent on the instance on the y-axis.

Similarly, looking down a vertical line, all the lighter shade of colours indicate that the instance on the x-axis is dependent on the instance on the y-axis, and all the darker shade of colours show that the instance on the y-axis is dependent on the instance on the x-axis.

Different colours are used for each type of connection technology (Batch Service, FTP, ESB, Web Service etc.). The different colours used, and the type of dependency they represent are all configurable by system admins.

More detailed information can be revealed by running the cursor over the squares.

You may filter by Environment in the left panel.

You may also sort the axes order by instance Name, Group, Status and Connection Group in the dropdown filter at the top left of the reporting area.

IT Service Relationship View

The IT Service Relationship View shows the relationships (coupling) between your organisation’s different IT services graphically.

  • Red signifies High dependency/impact between services
  • Amber signifies Medium dependency/impact between services
  • Green signifies Low dependency/impact between services

You may change the display sort order of the X and Y axis by selecting an option from the dropdown menu in the top left of the reporting area.

Business Process – Relationship View

The Business Process – Relationship View shows relationships (coupling) between different Business Processes.

  • Red relationship signifies High dependency between processes
  • An Amber relationship signifies Medium dependency between processes
  • Green relationship signifies Low dependency/impact between processes

You may change the display order of the X and Y axis by selecting a sort option from the dropdown menu.

System Dependency View

System Dependency View visually displays all of your systems and their dependencies on one another. Lines in the graph represent existing connections between the systems and can be used to determine direction of dependencies.

Simply hover your mouse over a system name and you will see incoming transactions in red, and outgoing transactions in green.

Red lines show systems that are dependent on the current highlighted system (relies on it being up and running). Green lines show systems that the highlighted system depends on.

To explore the system, click its name to open the system viewer.

Spec Compare

This view allows you to easily review and compare version details (technical specification details) of your end-to-end Environments and/or System Instances. Two parallel windows allow for side by side comparison.

Filter the whole report by system, by selecting a System in the dropdown filter on the top left.

Filter and compare by Environment using the trees on the left panel of each comparison window.

Tech Spec Report

The Tech Spec report contains technical specifications for all resources. These can be sorted by environment and system by selecting your desired filter in the left panel.

To view an individual Technical Specification, select the row of the desired tech spec and click the View button.

Interface Matrix

The Interface Matrix view allows you to easily review how system interfaces are consumed and provided by system instances. These can be sorted by environment and system by selecting your desired filter in the left panel.

The figures in the second row refer to the sub total number of interfaces connected to the corresponding system instance (in top row).

To view an individual System Interface, simply click the row of the interface you would like to open.

The red and green icons signify whether the row’s corresponding instance is a provider or consumer

Transaction Matrix

The Transaction Matrix allows you to easily review Business Transaction’s Source and Target System Instances, for various Business Functions within a Business Process.

The Transaction Matrix allows you to easily review source and target system instances for business functions and transactions, grouped by their business processes.

Filter by environment and business process in the left panel

To view an individual Business Transaction, simply click the row of the transaction you would like to open.

The figures in the second row refer to the sub total number of transactions connected to the corresponding system instance (in top row).

Access Management

Access management allows you to grant authorised users the right to view/edit specific functionality for EcoSystem, while preventing access to non-authorised users. Here you can manage user groups and assign specific users to a group.

Add/View User Groups

This area is for an administrator to manage user groups and their details. Here you can create groups and manage which users are assigned to each group.

User Groups consist of multiple users and may have certain configuration items assigned to them. This process allows for workflow assignment, notifications and User Access Control to be defined dynamically.

Adding a Group

  1. Navigate to Configuration Manager > Access Management > Add/View User Groups.
  2. Select the Add Group button.
  3. Enter the details for the new group, with the following fields being mandatory:
    • Contact Name
    • Group Email ID
  4. Select the users that you want to add to this group from the Group Users tab.
  5. Select Submit Group.

Viewing a User Group

  1. Navigate to Configuration Manager > Access Management > Add/View User Groups.
  2. Select the row of the user group that you would like to view.
  3. Select the View Group button.This allows you to view group details, e.g. view all the individual users that are connected to the group.

Editing a User Group

  1. Navigate to Configuration Manager > Access Management > Add/View User Groups.
  2. Select the row of the user group that you would like to edit.
  3. Select the View Group button.
  4. Select the Edit Group button.
  5. Edit the fields you would like to change (e.g. Group Email ID, Status etc.)
    You can also add/remove users in the group by selecting/deselecting users from the Group Users tab.
  6. Select the Save/Exit Group button.

Changing the Status of a User Group

  1. Navigate to Configuration Manager > Access Management > Add/View User Groups.
  2. Select the row of the user group that you would like to change the status for.
  3. Select the View Group button.
  4. Select the Edit Group button.
  5. Select a group status from the Status dropdown menu:
    • Active
    • Inactive
    • Deleted
  6. Select the Save/Exit Group button.

Changing a Group Name

  1. Navigate to Configuration Manager > Access Management > Add/View User Groups.
  2. Select the row of the user group that you would like to change the name for.
  3. Select the View Group button.
  4. Select the Edit Group button.
  5. Enter a new name that is not currently in use in the Contact Name field.
  6. Select the Save/Exit button.

Add/View Users

This area is for an administrator to manage who has access to EcoSystem EM. Users can be linked to User Role groups which dictate the level of privileged access to EcoSystem. BAU tasks such as performing password reset action can also be action here. This can be sync’d with your existing active directory / LDAP.

The number of named users can impact on licensing.

Adding a User

  1. Navigate to Configuration Manager > Access Management > Add/View Users.
  2. Select the Add User button.
  3. Enter the details for the new user, with the following fields being mandatory:
    • User ID
    • Contact Name
    • User Email ID
    • Password
    • User Role
      Note: You may also assign a user to an existing group/s under the Group tab.
  4. Select Submit User.

Viewing a User

  1. Navigate to Configuration Manager > Access Management > Add/View Users.
  2. Select the row of the User that you would like to view.
  3. Select the View User button.

Editing a User

  1. Navigate to Configuration Manager > Access Management > Add/View Users.
  2. Select the row of the User that you would like to edit.
  3. Select the View User button.
  4. Select the Edit User button.
  5. Edit the fields you would like to change (eg, Username, Password, Email, User Permissions etc.).
  6. Select the Save/Exit button.

Resetting a Password

  1. Navigate to Configuration Manager > Access Management > Add/View Users.
  2. Select the row of the User that you would like to change the password for.
  3. Select the View User button.
  4. Select the Edit User button.
  5. Enter a new password in the Password field.
  6. Select the Save/Exit button.

Organisational Management

Organisational Management groups the business-centric configuration items such as units, teams, processes and business. This area allows for modelling, viewing and editing elements of an organisation.

Add/View Organisation

Adding an Organisation

  1. Navigate to Configuration Manager > Organisational Management > Add/View Organisation.
  2. Select the Add Organisation button.
  3. Enter an Organisation Name

    You may also complete the following tabs: Activity tab, Description tab, Business Unit tab, History tab.

  4. Select Submit Organisation.
  5. Refresh EcoSystem (refresh the page).

Viewing/Editing an Organisation

  1. Navigate to Configuration Manager > Organisational Management > Add/View Organisation.
  2. Select the row of the Organisation that you would like to view or edit so that it is highlighted.
  3. Select the View Organisation button.

    You will now be able to view details of the organisation, including the Description, Business Unit connections, History, Recent Activity, etc.

  4. Select the Edit Organisation button.
  5. Edit the fields you would like to change (e.g. Name, Description, Business Units, etc.).
  6. Select the Save/Exit button.

Add/View Business Units

A Business Unit is a segment that is connected to an organisation (e.g, Marketing, Finance). Business units are typically related back to a parent organisation.

Adding a Business Unit

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Units.
  2. Select the Add Business Unit button.
  3. Enter the details for the Business Unit, with the following fields being mandatory:
    • Business Unit Name

      You may also complete the following tabs: Activity tab, Description tab, Business Process tab, Business Team tab, Project tab, System tab.

  4. Select Submit Business Unit.

Viewing/Editing a Business Unit

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Units.
  2. Select the row of the Business Unit that you would like to view or edit so that it is highlighted.
  3. Select the View Business Unit button.

    You will now be able to view information pertaining to the Business Unit.

  4. Select the Edit Business Unit button.
  5. Edit the fields you would like to change (e.g. Name, Status, Description, etc.).
  6. Select the Save/Exit button.

Add/View Business Teams

A Business Team is a team that is typically within a Business Unit.

Adding a Business Team

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Teams.
  2. Select the Add BusinessTeam button.
  3. Complete the Business Team Name field (mandatory) and select a status from the drop-down.
  4. Connect an existing business unit to the team under the Business Unit tab (mandatory).

    You may also complete the following tabs: Activity tab, Description tab, Business Location tab, Business Process tab.

  5. Select Submit BusinessTeam.

Viewing/Editing a Business Team

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Teams.
  2. Select the row of the business team that you would like to view, so that it is highlighted.
  3. Select the View BusinessTeam button.

    You will now be able to view details of the business team, including Description, Business Unit, Business Location, Business Processes, History and Recent Activity.

  4. Select the Edit BusinessTeam button.
  5. Edit the fields you would like to change (e.g. Name, Status, Description, etc.).
  6. Select the Save/Exit button.

Add/View Business Processes

A Business Process consists of relative activities that are undertaken and performed by a Business Unit (e.g. A Finance Business Unit may have a General Ledger Business Process).

Adding a Business Process

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Processes.
  2. Select the Add BusinessProcess button.
  3. Enter details for the new Process, with the following being mandatory:
    • Business Process field
    • Business Unit tab
    • Process Owner tab

      You may also complete the following tabs: Activity tab, Description tab, Business Function tab, Business Team tab, IT Service tab, Systems tab, Dependencies tab, Assigned To tab.

  4. Select Submit BusinessProcess.

Viewing/Editing a Business Process

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Processes.
  2. Select the row of the business process that you would like to view or edit so that it is highlighted.
  3. Select the View BusinessProcess button.

    You will now be able to view details of the Business Process such as: Description, Business Function, Business Unit, Recent Activity, etc.

  4. Select the Edit BusinessProcess button.
  5. Edit the fields you would like to change (e.g. Name, Status, etc.).
  6. Select the Save/Exit button.

Add/View Business Functions

A Business Function consists of operations that are sub-functions of an overarching Business Process.

Adding a Business Function
  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Functions.
  2. Select the Add Business Function button.
  3. Enter details for the new Function, with the following being mandatory:
    • Business Function Name field
    • Function owner tab
    • Business Process tab

      You may also complete the following tabs: Business Transaction tab, Description tab, Function Owner tab.

  4. Select Submit Business Function.

 

Viewing/Editing a Business Function

  1. Navigate to Configuration Manager > Organisational Management > Add/View Business Functions.
  2. Select the row of the business function that you would like to view or edit.
  3. Select the View Business Function button.

    You will now be able to view details of the business function, including Description, Business Transactions, etc.

  4. Select the Edit Business Function button.
  5. Edit the fields you would like to change.
  6. Select the Save/Exit button.

Environment Management

The IT Environment Management section groups IT-centric configuration items such as IT services, systems, environments, instances, components, and interfaces. These configuration items can be related to other business-centric configuration items such as business units etc.

Add/View IT Services

The verticals that support a Business Process from an IT Services perspective. (e.g. Batch Services). Here you can manage environment, IT services, process owners, systems, business processes and interfaces.

Adding an IT Service

  1. Navigate to Configuration Manager > Environment Management > Add/View IT Services.
  2. Select the Add IT Service button.
  3. Enter the details for the IT Service, with the following being mandatory:
    • IT Service field
    • Service Category field
    • Busines Process tab
    • Service Owner tabNote, you may also:
      • Enter an IT Service description under the Description tab.
      • Connect existing systems under the System tab.
      • Add dependencies from existing IT services under the Dependencies tab.
      • Assign existing users/groups under the Assigned To tab.
      • View the EcoSystem history for the IT Service (recent changes, etc.) under the History tab.
  4. Select Submit IT Service.

Viewing/Editing an IT Service
  1. Navigate to Configuration Manager > Environment Management > Add/View IT Services.
  2. Select the row of the IT Service that you would like to edit.
  3. Select the View IT Service button.
    Note: You will now be able to view information pertaining to the IT Service
  4. Select the Edit IT Service button.
  5. Edit the fields/tabs you would like to change (e.g. remove a dependency from the Dependencies tab, connect/disconnect systems from the System tab).
  6. Select the Save/Exit button.

Add/View Systems

A System (Application) within a Business Unit. (e.g. Home Loan System).

Adding a System

  1. Navigate to Configuration Manager > Environment Management > Add/View Systems.
  2. Select the Add System button.
  3. Enter the details for the new System, with the following being mandatory:
    • Resource Name field
    • Type field
    • Busines Unit tab
    • Assigned To tab

      You may also complete the following: Description tab, Business Process tab, IT Service tab, SystemInstance tabs, Dependencies tab, Package tab, Project tab, Support Group tab, Knowledge Base tab, History tab, Activity tab, Organisation tab.

  4. Select Submit System.

Viewing/Editing a System

  1. Navigate to Configuration Manager > Environment Management > Add/View Systems.
  2. Select the row of the system that you would like to view or edit.
  3. Select the View System button.

    You will now be able to view information pertaining to the system.

  4. Select the Edit System button.
  5. Edit the fields/tabs you would like to change (e.g. remove a dependency from the Dependencies tab, connect/disconnect system instances from the SystemInstance tab, etc.).
  6. Select the Save/Exit button.

Add/View Environments

An Environment is a logical lane consisting of various system (Application) instances, often with end to end connectivity.

Adding an Environment

  1. Navigate to Configuration Manager > Environment Management > Add/View Environment.
  2. Select the Add Environment button.
  3. Enter the details for the new Environment, with the following being mandatory:
    • Resource Name field
    • Assigned To tab

      You may also complete the following tabs: Description tab, SystemInstance tab, Booking tab,  EnvEvent tab, LeanSR tab, Batch tab, Support Group tab, Knowledge Base tab, History tab, Organisation tab, Activity tab.

  4. Select Submit Environment.

Viewing/Editing an Environment

  1. Navigate to Configuration Manager > Environment Management > Add/View Environments.
  2. Select the row of the environment that you would like to edit.
  3. Select the View Environment button.

    You will now be able to view all details pertaining to the environment.

  4. Select the Edit Environment button.
  5. Edit the fields/tabs you would like to change (e.g. Connect/disconnect system instances from the SystemInstance tab, assign/un-assign users/groups from the Assigned To tab etc.).
  6. Select the Save/Exit button.

Add/View Instances

A system instance is an instance of a system in a particular environment. A system can have multiple system instances in various environments.

This area allows you to model your system instances (e.g. Dev, SIT, UAT and PROD). Here you can create new environments, connect system instances to an environment, create environment bookings/events etc.

Adding an Instance

  1. Navigate to Configuration Manager > Environment Management > Add/View SystemInstances.
  2. Select the Add SystemInstance button.
  3. Enter the details for the new system instance, with the following being mandatory:
    • Resource Name field
    • Business Unit tab
    • System tab
    • Environment tab
    • Assigned To tab

      You may also complete the following tabs: SystemComponent tab, Interfaces tab, Transaction tab, Dependencies tab, Risk tab, Resilience Metrics tab, Booking tab, EnvEvent tab, LeanSR tab, Batch tab, Support Group tab, Knowledge Base tab, Orchestration tab, Technical Specification tab, History tab, Activity tab.

  4. Select Submit SystemInstance.

Viewing/Editing an Instance

  1. Navigate to Configuration Manager > Environment Management > Add/View Instances.
  2. Select the row of the Instance that you would like to view or edit.
  3. Select the View System Instance button.

    You will now be able to view details pertaining to the system instance.

  4. Select the Edit System Instance button.
  5. Edit the fields/tabs you would like to change (e.g. connect/disconnect a System from the System tab, assign/un-assign users/groups from the Assigned To tab etc.).
  6. Select the Save/Exit button.

Add/View Components

A Component is part of a System Instance. E.g. Database, Server, etc.

Components can have relationships with one another (e.g. A Database Server with multiple Database Services).

Adding a System Component

  1. Navigate to Configuration Manager > Environment Management > Add/View Components.
  2. Select the Add SystemComponent button.
  3. Enter details for the new Component, with the following being mandatory:
    • Resource Name field
    • Type field
    • Assigned To tab

      You may also complete the following tabs: Activity tab, Description tab, SystemInstance tab, Component Connection tab, Rackspace tab, Business Location tab, Support Group tab, Knowledge Base tab, Orchestration tab, Technical Specification tab.

  4. Select Submit SystemComponent.

Viewing/Editing a System Component

  1. Navigate to Configuration Manager > Environment Management > Add/View Components.
  2. Select the row of the System Component that you would like to edit.
  3. Select the View SystemComponent button.

    You can now view details pertaining to the system component.

  4. Select the Edit SystemComponent button.
  5. Edit the fields you would like to change (e.g. Name, Status, Type, Sub Type, End of life, Description etc.).
  6. Select the Save/Exit button.

Add/View Interfaces

An Interface defines how system instances communicate to one another (producer, consumer).

Adding a System Interface

  1. Navigate to Configuration Manager > Environment Management > Add/View Interfaces.
  2. Select the Add SystemInterface button.
  3. Enter details for the new Interface, with the following being mandatory:
    • Resource Name field
    • Assigned To tab
      You may also complete the following tabs: Description tab, SystemInstance tab, Booking tab, EnvEvent tab, Business Transaction tab, Support Group tab, Knowledge Base tab, Orchestration tab, Technical Specification tab, Activity tab.
  4. Select Submit SystemInterface.

Viewing/Editing a System Interface

  1. Navigate to Configuration Manager > Environment Management > Add/View Interfaces.
  2. Select the row of the System Interface that you would like to edit.
  3. Select the View SystemInterface button.

    You will now be able to view details pertaining to the system interface.

  4. Select the Edit SystemInterface button.
  5. Edit the fields you would like to change (e.g. Name, Status, Description etc.).
  6. Select the Save/Exit button.

Location Management

The Location Management section groups geographic location configuration items such as business addresses, business locations and data centre rackspaces. Location Management configuration items can be related to other item families such as those that are IT-centric.

Add/View Business Addresses

A business address is a physical location such as a building and consists of one or more business locations.

Adding a Business Address

  1. Navigate to Configuration Manager > Location Management > Add/View Business Addresses.
  2. Select the Add BusinessAddress button.
  3. Enter the details for the business address, with the following fields being mandatory:
    • ID field
    • Street Address field
    • City field
    • State field
    • Country field
    • Assigned To
      Note, you may also:

      • Assign a business location under the Business Location tab
      • View history under the History tab (e.g. recent history, when it was last edited etc.)
  4. Select Submit BusinessAddress.

Viewing/Editing a Business Address

  1. Navigate to Configuration Manager > Location Management > Add/View Business Addresses.
  2. Select the row of the business address that you would like to edit.
  3. Select the View BusinessAddress button.
  4. Select the Edit BusinessAddress button.
  5. Edit the fields/tabs you would like to change (e.g. Status Postcode etc.).
  6. Select the Save/Exit button.

Add/View Business Locations

A business location is typically a floor or area within a Business Address. (e.g. A Datacentre or an Office Floor).

Adding a Business Location

  1. Navigate to Configuration Manager > Location Management > Add/View Business Locations.
  2. Select the Add BusinessLocation button.
  3. Enter the details for the Business Locations, with the following being mandatory:
    • BusinessLocation field
    • Business Address tab
      Note, you may also:

      • Enter a Business Location desciption under the Description tab
      • Assign existing Business Teams under the Business Team tab
      • Assign existing Rack Spaces under the Rack Space tab
      • Connect existing System Components under the System Component tab
      • Assign existing Labs under the Lab tab
      • View history under the History tab (e.g. recent history, when it was last edited etc.)
  4. Select Submit Business Location.

Viewing/Editing a Business Location

  1. Navigate to Configuration Manager > Location Management > Add/View Business Locations.
  2. Select the row of the Business Location that you would like to edit.
  3. Select the View BusinessLocation button.
  4. Select the Edit BusinessLocation button.
  5. Edit the fields/tabs you would like to change.
  6. Select the Save/Exit button.

Add/View Data Centre RackSpaces

A data centre rackspace is a physical place in which system components (e.g. servers) are related to a Rack within a Business Location’s Datacentre.

Only Data Centre Business Locations can have associated Rackspace objects.

Adding a Data Centre RackSpace

  1. Navigate to Configuration Manager > Location Management > Add/View Data Centre RackSpaces.
  2. Select the Add RackSpace button.
  3. Enter the details for the RackSpace, with the following being mandatory:
    • RackSpace field (e.g. SYD_C.Norwest.FL01.RM01.A01.RU02)
    • Business Location tabNote, you may also:
      • Enter a RackSpace desciption under the Description tab
      • Connect existing System Components under the System Component tab
      • View history under the History tab (e.g. recent history, when it was last edited etc.)
  4. Select Submit RackSpace.

Viewing/Editing a Data Centre RackSpace

  1. Navigate to Configuration Manager > Location Management > Add/View Data Centre RackSpace.
  2. Select the row of the RackSpace that you would like to edit.
  3. Select the View RackSpace button.
    Note: You will now be able to view all the details pertaining to the RackSpace.
  4. Select the Edit RackSpace button and Edit the fields/tabs you would like to change (e.g. Status, assign/unassign existing System Components etc.).
  5. Edit the fields/tabs you would like to change.
  6. Select the Save/Exit button.

Lab Management

The lab management section provides a platform for managing labs and lab devices. Users can model their lab devices within a lab and relate that lab to a business location.

Add/View Labs

A lab is a test facility that is allocated to a business location. Typically, this is where the tests are carried out.

Adding a Lab

  1. Navigate to Configuration Manager > Location Management > Add/View Data Centre RackSpace.
  2. Select the row of the RackSpace that you would like to edit.
  3. Select the View RackSpace button.
    Note: You will now be able to view all the details pertaining to the RackSpace.
  4. Select the Edit RackSpace button and Edit the fields/tabs you would like to change (e.g. Status, assign/unassign existing System Components etc.).
  5. Edit the fields/tabs you would like to change.
  6. Select the Save/Exit button.

Viewing/Editing a Lab

  1. Navigate to Configuration Manager > Lab Management > Add/View Labs.
  2. Select the row of the Lab you would like to view, so that it is highlighted.
  3. Select the View Lab button.
    Note: You will now be able to view details of the lab, including Business Location, Description, Lab Devices, Support Group, Assigned To, Knowledge Base, Orchestration, Tech Specs, History and Recent Activity.
  4. Select the Edit Lab button.
  5. Edit the fields you would like to change (e.g. Resource Name, Status, Vendor etc.).
  6. Select the Save/Exit button.

Add/View Lab Devices

Adding a Lab Device

  1. Navigate to Configuration Manager > Lab Management > Add/View Lab Devices.
  2. Select the Add Lab-Device button.
  3. Enter the details for the Lab-Device, with the following fields being mandatory:
    • Resource Name field
    • Type (select an option from the dropdown) field
    • Lab tab
    • Assign To tab
      Note, you may also:

      • Enter a Lab Device description under the Description tab
      • Connect an existing lean service request under the LeanSR tab
      • Connect a support group under the Support Group tab
      • Add a knowledge base item under the Knowledge Base tab
      • Add an orchestration item under the Orchestration tab
      • Add technical specifications under the Technical Specification
      • View lab device history (e.g. recently edited/added) under the History tab
  4. Select Submit Lab-Device.

Viewing/Editing a Lab Device

  1. Navigate to Configuration Manager > Lab Management > Add/View Lab Devices.
  2. Select the row of the lab device you would like to view, so that it is highlighted.
  3. Select the View Lab-Device button.
    Note: You will now be able to view details of the lab device
  4. Select the Edit Lab-Device button.
  5. Edit the fields you would like to change (e.g. Resource Name, Status, Vendor etc.).
  6. Select the Save/Exit button.

Deployment Management

The deployment management section groups software delivery centric configuration items such as packages.

Add/View Packages

A package may consist of changes/upgrades to a system’s features and it’s deployment can be tracked and planned across environments through the software delivery and testing lifecycle.

Adding a Package

  1. Navigate to Configuration Manager > Deployment Management > Add/View Packages.
  2. Select the Add Package button.
  3. Enter the details for the Package, with the following fields being mandatory:
    • Resource Name field
    • Assigned To tab
      Note, you may also:

      • Enter a Package description under the Description tab
      • Connect to existing projects under the Projects tab
      • Connect to existing releases under the Release tab
      • Connect to environments under the Environment tab
      • Connect to existing systems under the System tab
      • Add any dependencies under the Dependency tab
      • Connect to an environment event under the EnvEvent tab
      • Connect a support group under the Support Group tab
      • Add a knowledge base item under the Knowledge Base tab
      • Add an orchestration item under the Orchestration tab
      • Add technical specification under the Technical Specification tab
  4. Select Submit Package.

Viewing/Editing a Lab

  1. Navigate to Configuration Manager > Deployment Management > Add/View Packages.
  2. Select the row of the package you would like to view, so that it is highlighted.
  3. Select the View Package button.
    Note: You will now be able to view details of the lab, including Business Location, Description, Lab Devices, Support Group, Assigned To, Knowledge Base, Orchestration, Tech Specs, History and Recent Activity.
  4. Select the Edit Package button.
  5. Edit the fields you would like to change (e.g. Resource Name, Status, Version, Project etc.).
  6. Select the Save/Exit button.

Updated on February 27, 2018

Was this article helpful?