How to Manage tiered dashboards in Control Compliance Suite (CCS)

Products

• Control Compliance Suite Exchange
• Control Compliance Suite Windows

Issue/Introduction

 

Resolution

A tiered dashboard is the hierarchical representation of roll-up data. The roll-up data is a summary of the evaluation results of the Standards checks and the bv-Control query results. Hierarchy in tiered dashboards refers to the creation of sections and nodes, which are scopes representing either a geographical location or a business unit. A tiered dashboard consumes the summary data from the bv-Control reports that are in XML format and the Standards evaluation results.

You can configure multiple dashboards to define the hierarchy that logically represents your organization in different ways. For example, you can configure the dashboards that are based on your corporate network topology, department structures, or geographical locations.

Tiered dashboard collects data from either an evaluation result of the Standards module or from an export file of the bv-Control snap-in.

Before you create a tiered dashboard, you must have either of the following completed:

• Evaluation results of assets that are evaluated against a standard
• Query results of any bv-Control snap-in

Note: All users of dashboards must be assigned a role before they can use the application

Use the following steps to get started with tiered dashboards:

1. Assign Roles
2. Collect data
3. Configure data location (for bv-Control query results data)
4. Create dashboard
5. Configure an evaluation node
6. View dashboard (assess and analyze)

Assigning Roles

Assign appropriate roles and permission to the users of dashboards. The following default roles are defined for the tiered dashboard:

• Report Result Viewer
• Reporting Administrator
• CCS Administrator

Collecting Data

To collect data for a tiered dashboard complete one of the following:

• For bv-Control query results data that are exported to an XML file, you need to set up a data location where the file is stored. The data location must be a network share path of the computer from where the export file is accessed by the dashboard.
• For the Standards module evaluation data, create and run a scheduled evaluation job. Dashboard update jobs that are scheduled for evaluation nodes of standards module evaluate the assets based on the selected standard at run time. The evaluation results are used for data collection by the dashboard.

Configuring Data Locations (for bv-Control query results data)

Note: If you change the data location configuration, then you must synchronize the DPS with the latest configuration. You can synchronize DPS using the Sync
Configuration option from the Settings > General > Data Processing Service view.

Use the following steps to configure the data location:

1. Go to Settings > General.
2. In the General view, on the left panel, click System Configuration > Data Locations.
3. On the right panel, click Add.
4. In the Add Data Location dialog box, provide the required information.
5. To edit an existing data location, select the data location and click Edit.
6. To delete an existing data location, select the data location and click Delete.
7. Click OK to save.

Creating a Dashboard

Create a new dashboard. When you create a dashboard you first configure the settings for the dashboard that define the evaluation criteria for the assessment. A tiered dashboard can be created and listed in the MyDashboards view of the console. A tiered dashboard is executed as a tiered dashboard update job from the My Dashboards or from the Monitor > Jobs view of the console.

Note: You must synchronize data in the reporting database by running the Reporting Database Synchronization Job before you run the tiered dashboard update job. The job is in the Monitor > Jobs view.

Configuring an Evaluation Node

Use the following steps to configure settings for an evaluation node:

1. Select the evaluation results for the Standards Evaluation Results node or the export file for the bv-Control Query Results node.
2. Set the thresholds for the evaluation node.
3. Schedule the collection of summary results for assessment.

Viewing a Dashboard

After the data is collected and is available to the dashboard, you can begin to view, assess, and analyze the information. All the tiered dashboards that you create are listed in the My Dashboards view. You can view the status and details of the dashboard sections provided you have the requisite view permissions. You must synchronize data in the reporting database by running the Reporting Database Synchronization Job before you run the dashboard. The job is in the Jobs > Monitor view.

To view a tiered dashboard use the following steps:

1. Go to Reporting > My Dashboards view of the console.
2. In the My Dashboards view, select a tiered dashboard from the list, right-click, and select View.
3. In the View Dashboard - Reporting window, you can use the following tabs for the selected tiered dashboard:

• Status
• Details
• Evaluation Results (this tab is only displayed with a Standards Evaluation Results node)