Adding new filters in Visualizer

Products

• CA IT Asset Manager
• ASSET PORTFOLIO MGMT- SERVER
• CA Service Desk Manager
• CA Service Management - Asset Portfolio Management
• CA Service Management - Service Desk Manager

Issue/Introduction

The following are the steps to create new filters in Visualizer.

Environment

Release:  17.3 and higher
Component: CA Service Management:  Visualizer Component

Resolution

• Click on Start >> All Programs >> CA >> CMDB Visualizer >> Admin Console.
  Alternatively, the URL that can be used, assuming a default Visualizer setup, is: 
  http://VISUALIZER-SERVER:9080/CMDBVisualizer/viz-ux/index.html#/adminlogin.do
  
  
• Login to the Admin console with either the Administrator or the Service Desk user id.
  
  
• Once logged in the Admin Console, click on the Filters link on the left hand menu pane
  
  
• Click on "New Filter" to create the given filter.
  
  
• In the Filters screen you have the ability to create Filters based on General criteria, Relationship criteria and Asset criteria.
  
  
• In the general criteria you have the ability to create a filter based on Famil, Class, status and Location.
  
  
• In the Relationship criteria you have the ability to create filter based on Provider, dependent, peer and other relationships.
  
  
• In the Asset criteria you have the ability to create filter based on Manufacture, model and and maintenance vendor.
  
  
• Create a new filter based on the need by giving it a new name and selecting the appropriate fields.
  
  
• To confirm the changes click on save and restart the SD/CMDB deamon services to get this effective.

Additional Information

Note:  To view the above filter, login to Visualizer via the Non-Admin URL, ie:  http://VISUALIZER-SERVER:9080/CMDBVisualizer/viz-ux/index.html#/login

The above URL assumes a default Visualizer setup.

Any filters created in the above Non-Admin URL will only appear for the logged in user, even if the user has Admin rights.