BMC Atrium CMDB 7.6.

04

User’s Guide

January 2011

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Finding instances using a saved query . . . . . . . . . .Contents BMC Atrium Core documentation Chapter 1 Accessing BMC Atrium CMDB 7 11 12 13 14 15 16 17 19 20 21 26 28 32 33 35 36 38 39 40 43 44 45 46 46 48 50 55 60 68 69 69 70 BMC Atrium CMDB architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Find tab interface . . . . . . . . Opening the BMC Atrium Core Console . Creating an advanced query . . . . . . . . . . . . . . . . . . . . . Configuring query options . . . . . Chapter 2 Finding BMC Atrium CMDB data Viewing data in Atrium Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing a query . . . CI actions you can perform in the display pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BMC Atrium Core Console applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Query structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Views of the dataset in the display pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shared and personal queries . . . . . . . . . . . . . . Using BMC Remedy ITSM or BMC Remedy AR System class forms to find instances . . . . . . . . . . . . Copying a query. . . . . . . . . . . . . . . . . . . Contents 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating queries with folding rules . . . . . . . . . . . . . . . . . . . . . . . Navigation pane . . . . . . . . . . Opening applications in the BMC Atrium Core Console . . . . . . . . . . . . . . . . . . . . . . . . . . Atrium Explorer toolbar and user interface . . . . . . . . . . . . . . . . . . . . . . . BMC Atrium Core Console toolbar . . . . . . . . . . . . . Configuring instance display options in Atrium Explorer . . . . . . . . . . . Viewing federated data . . . . . . . . . . . . . . . . . . . . . Creating a simple query . . . Using the Query Builder to create a new query . . . . Display pane actions . . . . . . . . . . . . . . . Atrium Explorer interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Queries with parameters . . . . Relational-algebra formatting . . . . . . . . . . . . . . . . . BMC Atrium Core Console interface . . . . . . . . . . Find tab toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Simulation results. . . . . . . . 91 Editing instances . . . . . . . . . 113 Running an impact simulation . . . . . . . . . . 108 Using Atrium Impact Simulator without BMC SIM. . . . . . . . . . 102 Viewing instance history . . . . . . . . . . . . . . . . . . . . . 88 Creating relationships between CIs . . . . . . . . . . . . . . 111 Related change requests . . . . . . . . . . copying. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Identifying instances . 77 Saving a view as an image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Using the Sandbox view and dataset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . saving. . . . . . . . . . . . . . . . . . . . 80 Working with layout controls to view CIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Using Atrium Impact Simulator with BMC SIM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Impact states in Atrium Impact Simulator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 3 Working with instances 73 Working with related CIs . . . . . . . . . 115 Loading a saved impact simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Creating instances. or deleting views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Viewing CI impact from other BMC applications . . . 98 Promoting instances . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Comparing CI and relationship instances. . . 85 Promoting changes to CIs to the BMC Asset dataset from the Sandbox . . . 76 Instance groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Creating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Working with CIs and relationships in a popup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Chapter 4 Simulating the impact of changes to CIs 107 Atrium Impact Simulator example (with Calbro Services) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Using filters to restrict which instances are displayed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Index 121 6 User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 CIs to include in a simulation. . . . . 108 Using Atrium Impact Simulator with and without BMC Service Impact Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Running a report of simulation results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Running a quick impact simulation. . . . . . 118 Opening a related change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Deleting instances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Comparing impact simulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Atrium Impact Simulator interface . . . . . . . 75 Viewing filtered CIs that are part of a virtual relationship in a popup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Configuration managers.6. Unless otherwise noted. and asset analysts. Audience Users who are responsible for setting up data transfer integrations between external data stores and BMC Atrium CMDB.04 Best practices for using the classes that BMC application administrators.04 Hierarchical diagram of all classes in the Common Configuration managers. BMC Atrium CMDB 7. BMC Atrium Core documentation 7 . Common Data Model Data Model (CDM). Data Modeling Guide provides for BMC Atrium CMDB (both the CDM and extensions) to model complex business entities. at http://www. including manuals. Administrator's Guide federation. videos. subclasses. and asset analysts. To find this documentation on the BMC Customer Support site.6. and other administrative tasks in and asset analysts. but you can update it to include information about data model extensions that you install. BMC Atrium CMDB 7. BMC Atrium CMDB 7. configuring Configuration managers. focusing on the use of multiple related CIs to model an entity rather than on general information about a class or attribute. attributes. and asset analysts.04 Title Atrium Integrator 7. It is not available on the BMC Customer Support site. and relationship classes for each class. application administrators. editing and monitoring jobs. help systems.bmc.6. BMC Atrium Configuration Management Database (BMC Atrium CMDB).6. modifying the data model. and so on.04 User's Guide Description Information about defining source and target connections. creating jobs and transformations. documentation is available free of charge on the BMC Atrium Core documentation media (DVD or Electronic Product Download bundle) and on the BMC Customer Support site. an impact model. on the BMC Atrium Core media. configuring application administrators. choose Product Documentation > Supported Product A-Z List > BMC Atrium CMDB Enterprise Manager >7.04 Data Model Help Description and details of superclasses. Note: This Help is provided in HTML and is available Configuration managers.6. BMC Atrium CMDB 7. Diagram applicable relationships.BMC Atrium Core documentation This section describes the complete set of BMC Atrium Core documentation.com/support. and other Atrium Integrator concepts. including unique attributes and application administrators. Contains only information about the CDM at first.04 Information about setting permissions.6.

asset analysts.04 Information about normalizing data in BMC Atrium Configuration managers. running impact simulations.04 Compatibility Matrix Information about the BMC Atrium Core configurations that are expected to work together based on design.04 Concepts and Planning Guide Information about CMDB concepts and high-level steps for planning and implementing BMC Atrium Core. and asset analysts are some who will benefit from this information. It is not available on the BMC Customer Support site. Configuration managers. or general understanding of the interaction between products.BMC Atrium CMDB 7. Note: This Help is provided in HTML and is available on the BMC Atrium Core media. including Atrium Integrator. and users that work with CIs and need to understand the Note: This Help is provided in HTML and is available relationships that exist through the Help links in the BMC Atrium CMDB within BMC Atrium CMDB.6. and so on.6. 8 User’s Guide . Configuration managers. BMC Atrium Core 7. Note: This Flash video is available on the BMC Atrium Core media. BMC Atrium CMDB 7. Compatibility Matrix from the BMC Customer Support site at http://www. variables that integrate with BMC Atrium CMDB. and the functionality of BMC Atrium CMDB in particular.04 Title BMC Atrium CMDB 7.html?c=n.6. Reconciliation Engine. relating CIs.04 Javadoc Help Description Audience Information about Oracle Java classes.6. It is not available on the BMC Customer Support site. CMDBs in general. application administrators.6. Reconciliation Guide providers into a single production dataset. Normalization and CMDB and reconciling CIs from different data application administrators. application administrators.6. Normalization Engine. IT leaders. and asset analysts. and viewing federated data. and Application programmers. and asset analysts. Configuration managers. Anyone who wants to learn about and understand BMC Atrium Core products. BMC Atrium Core: Taking Your Data Into Production End to End End-to-end high-level steps for bringing data into BMC Atrium CMDB from a third-party source and making it available in your production dataset.04 Online Help Help for using and configuring BMC Atrium CMDB. application administrators.6. testing. configuration managers. BMC Atrium CMDB 7. BMC Atrium Product Catalog. application administrators. user interface. User's Guide including searching for and comparing CIs and relationships.6. BMC Atrium CMDB 7.bmc. Note: Download the BMC Atrium Core 7. viewing history. Users that work with CIs and need to understand the relationships that exist within BMC Atrium CMDB.04 Information about using BMC Atrium CMDB. and asset analysts. It is not available on the BMC Customer Support site. methods.com/support/ BMC Atrium Core 7.04 reg/remedy-compatibility-tables.

04 Installation Guide BMC Atrium Core 7. and other qualified personnel who are familiar with their computing and networking environment. and categorizations.04 Online Help Integration Engine.04 Web Services Help on the BMC Atrium Core media. manufacturers. AR System.6. and use BMC Atrium Core Web Services data structures and operations. disambiguate web services. network products. Developers who have a basic understanding of BMC Atrium Integration Engine and want to build adapters that can exchange data between two data sources. and BMC console error messages and their solutions. Support personnel. configure security policies and encryption.6. It is not available on the BMC Customer Support site. BMC Atrium Core documentation 9 .04 Product Catalog and DML Guide Information about installing.6. Everyone.6. It is not or BMC Remedy available on the BMC Customer Support site.04 Release Notes BMC Atrium Core 7. BMC Atrium Core 7. IT and DML. Information about configuring the Product Catalog System administrators.6. filter. managers. BMC Atrium Integration Engine 7. Application administrators Information about using BMC Atrium Core Web and programmers. other late-breaking topics. including API. Users who are responsible for setting up data transfer integrations between Note: This Help is provided in HTML and is available external data stores and through the Help links in the BMC Atrium either BMC Atrium CMDB Integration Engine user interface. Note: This Help is provided in HTML and is available BMC Atrium Core 7. BMC Atrium Integration Help for using and configuring BMC Atrium Engine 7. and programmers. Information about resolving issues with BMC Application administrators. and Everyone. set versions. BMC Atrium Core 7. Atrium Core components.6. Services.6. upgrading. including how to publish and find interfaces in the Web Services Registry. Application administrators. and uninstalling BMC Atrium Core features. adding products.04 ADK Developer's Guide Information about how to build adapters that can transfer information between an external data store and either BMC Remedy AR System forms or BMC Atrium CMDB. Combined index of all guides.6.Title Description Audience Application administrators and programmers.04 Master Index BMC Atrium Core 7. Information about new features. and creating aliases for managers. known issues.04 Troubleshooting Guide BMC Atrium Core 7.04 Information about creating API programs using C Developer’s Reference Guide API functions and data structures.6.

04 User's Guide mappings. and best practices for creating normalized relationships. Configuration managers.BMC Atrium CMDB 7.04 appropriate class. defining connection settings. whether part of the CDM or an Classes extension. This spreadsheet also includes information about further categorizing instances using key attributes. application administrators.6.6.6. activating event-driven data exchanges. and other BMC Atrium Integration Engine concepts. Mapping Your Data to Spreadsheet that maps common IT objects to the BMC Atrium CMDB 7.04 Title Description Audience Users who are responsible for setting up data transfer integrations between external data stores and either BMC Atrium CMDB or BMC Remedy AR System. and asset analysts. defining rules and queries. BMC Atrium Integration Information about creating data exchanges and data Engine 7. 10 User’s Guide .

The following topics are provided: „ „ „ BMC Atrium CMDB architecture (page 12) BMC Atrium Core Console interface (page 13) Atrium Explorer interface (page 19) Chapter 1 Accessing BMC Atrium CMDB 11 .Chapter 1 Accessing BMC Atrium CMDB This section provides a brief overview of the BMC Atrium Configuration Management Database (CMDB) product. and describes how to access BMC Atrium CMDB functionality.

logical. Each CI or relationship is stored in a particular dataset within BMC Atrium CMDB. a snapshot of data at a particular time. Any application that is integrated with BMC Atrium CMDB—for example. which are then reconciled so that one production dataset represents your environment. The Sandbox dataset is an overlay dataset for the BMC Asset dataset that allows you to make changes in a separate partition without changing the production data and without duplicating the entire dataset. A CI is a physical. Figure 1-1 illustrates the BMC Atrium CMDB architecture. Data from each source or discovery tool is organized into datasets. Figure 1-1: BMC Atrium CMDB architecture BMC Atrium Core BMC Atrium CMDB BMC BladeLogic Client Automation Reconciliation Engine BMC Atrium Integration Engine Normalization Engine Production dataset Sandbox dataset Other Consumers BMC Remedy Asset Mgmt Other data providers Atrium Integrator Import datasets BMC Atrium Discovery and Dependency Mapping Federated data BMC Atrium Product Catalog The data inside BMC Atrium CMDB consists of configuration items (CIs) and the relationships among them.BMC Atrium CMDB 7. or any other set you want to create. 12 User’s Guide . A dataset can store data from a particular provider (as shown in Figure 1-1). a data provider like BMC Atrium Discovery and Dependency Mapping or a data consumer like BMC Remedy Asset Management—can access the data from a centralized database.6. or conceptual entity that is part of your environment and has configurable attributes. The Sandbox functions as a control mechanism so that BMC Atrium CMDB is not overloaded with unintended data when multiple sources update the BMC Atrium CMDB.04 BMC Atrium CMDB architecture BMC Atrium CMDB provides the features that you need to implement a configuration management database (CMDB) in your environment.

BMC Atrium Core Console interface The BMC Atrium Core Console serves as a central location where you can access BMC Atrium applications. such as BMC Remedy Asset Management. you might be able to view only specific BMC Atrium applications. You use the consolidated production dataset as the single source of reference for your IT environment. It is your single point of access to the BMC Atrium CMDB and all its related components and applications. Data in the production dataset can be used by consuming applications. and Federation Manager. and then merges them into a single instance in a target dataset. Reconciliation console. After data is normalized. taking attributes from each based on precedence values that you specify. Chapter 1 Accessing BMC Atrium CMDB 13 . The main goal of the Reconciliation Engine is the creation of a production dataset that contains accurate data from all available sources. Normalization console.BMC Atrium Core Console interface The Normalization Engine makes sure that data from different data providers is consistent in BMC Atrium CMDB. The BMC Atrium Core Console is the primary user interface for the BMC Atrium CMDB. Figure 1-2: BMC Atrium Core Console Depending on your permissions. such as the Atrium Explorer. it can be reconciled and saved to the BMC Atrium CMDB production dataset. The Reconciliation Engine identifies instances in multiple datasets that represent the same real-life CI or relationship.

Displays the copyright. minutes. Logout 14 User’s Guide . you applied a hotfix. and seconds. where „ „ YYMMDD—The year. To close the BMC Atrium Core Console. BUILD L100413-175203.BMC Atrium CMDB 7. close a BMC Atrium CMDB application. R=Release MM=Maintenance number PPP=Patch number The product build information appears in the following format: YYMMDD-HHMMSS.04. make sure you close all other open applications first and then click Close again. month.6. Logs you out of the BMC Atrium CMDB application. If you have launched several applications. and date on which the build was created.04 BMC Atrium Core Console toolbar The BMC Atrium Core Console toolbar contains links to perform functions. Figure 1-3: BMC Atrium Core Console toolbar Use the BMC Atrium Core Console toolbar to access the BMC Atrium CMDB Online Help.6. and view the version of BMC Atrium Core that you have currently installed. Note: The alphabet ‘L’ appears in front of the build information if Close Closes the application that you have launched in the BMC Atrium Core Console. the BMC Atrium Core Console closes the one that is currently highlighted. and build number information for the BMC Atrium Core Console. log out of the BMC Atrium Core Console. The product version appears in the following format: V + R + MM +PPP (if you installed a patch). HHMMSS—The exact time of the build in hours. version number. where „ „ „ „ V=The Atrium Core version. Table 1-1: Atrium Core Console toolbar buttons Button or menu Help About Description Launches the BMC Atrium CMDB Online Help. 7. for example. such as opening the BMC Atrium CMDB Online Help and viewing the version information for the product. Table 1-1 describes the buttons on the toolbar. for example.

type the authentication string (if one was provided by an administrator) 3 Click Login. port is the port number of the web server where the BMC Remedy Mid Tier is „ installed. 2 In the login page. enter the URL designated by an administrator. Use this bar to open applications such as Atrium Explorer. The Application Launcher bar appears on the left side of the console. In the Authentication field. type your user name. you would choose BMC Atrium Core > serverName > Atrium Core Console. If you access multiple servers from the AR System Home page. which is required only if the web server is not using the default port (80 if using Microsoft IIS or 8080 if using Apache Tomcat). X To access the BMC Atrium Core Console 1 In a browser. Figure 1-4: Opening BMC Atrium Core Console from the AR System Home page A bar at the top of the BMC Atrium Core Console displays the name of the current user.BMC Atrium Core Console interface Opening the BMC Atrium Core Console You can access the BMC Atrium Core Console through a browser. Chapter 1 Accessing BMC Atrium CMDB 15 . specify the following details: „ „ „ In the User Name field. choose BMC Atrium Core > Atrium Core Console. type your password. 4 In the AR System Home page. In the Password field. For example: http://midTier:port/arsys „ midTier is the name of the web server where the BMC Remedy Mid Tier is installed.

and provide a service-oriented approach to enable management reporting.6. which enables you to switch between applications in the same browser window. which is stored outside BMC Atrium CMDB.6.6. or CMDB RE Definitions Admin role can access this application. and link that data to CIs in the BMC Atrium CMDB.04 BMC Atrium Core Console applications Table 1-2 lists the applications that you can open in the BMC Atrium Core Console.04 Normalization and Reconciliation Guide. For more information about reconciliation. For more information about Class Manager. For more information about normalization.04 Concepts and Planning Guide. Only users with the CMDB Definitions Admin role can access this application. see the BMC Atrium CMDB 7.04 Administrator's Guide. rationalize data across IT processes based on a business context. see the BMC Atrium CMDB 7. Configure and monitor the normalization engine. Table 1-2: BMC Atrium Core Console applications Application Class Manager Description View and modify the classes in the data model. see the BMC Atrium CMDB 7. map business services to supporting services.6. CMDB RE Manual Identification.BMC Atrium CMDB 7. For more information about the Service Catalog. see “Working with related CIs” on page 74. Define a common list of services.04 Administrator's Guide. troubleshoot. see the BMC Atrium CMDB 7. View information about the CIs and relationships in BMC Atrium CMDB in a graphical layout. Only users with the CMDB RE User.04 Normalization and Reconciliation Guide. and monitor the reconciliation engine. Explorer Normalization Reconciliation Service Catalog Federation Manager 16 User’s Guide .6. Configure. For more information about Atrium Explorer.6. The reconciliation engine reconciles CI and relationship data from multiple datasets into a single instance in the production dataset. Each application also contains its own navigation functions and buttons as well as other options that enable you to adjust the viewing area of the application. The normalization engine makes sure that product names and categorization are consistent across different datasets and from different data providers. Every application that you open in BMC Atrium Core Console contains its own tab. see the BMC Atrium Core 7. For more information about Federation Manager. Configure how to access to federated data.

04 User's Guide.04 User's Guide. View and create product entries. set up product categorization.6. or between external data stores and BMC Remedy AR System (AR System) applications and forms. For creating new data transfers between external data stores and BMC Atrium CMDB. For more information about Atrium Impact Simulator. For more information about Atrium Integrator.6.04 User's Guide.6. see the BMC Atrium Core 7. as described in the Atrium Integrator 7.BMC Atrium Core Console interface Table 1-2: BMC Atrium Core Console applications (Continued) Application Impact Simulator Description Determine the impact a change to a CI will have on other CIs. Chapter 1 Accessing BMC Atrium CMDB 17 . X To open an application in the BMC Atrium Core Console 1 Open the BMC Atrium Core Console. use Atrium Integrator. Use BMC Atrium Integration Engine only for existing data exchanges between external data stores and BMC Atrium CMDB. as described in “BMC Atrium Core Console interface” on page 13.6. displaying the applications that you can open. see the Atrium Integrator 7. see the BMC Atrium Integration Engine 7. For more information about BMC Atrium Integration Engine. you might run a simulation in Atrium Impact Simulator to learn what devices and applications in the network will be impacted if you were to take a server offline. For example. Product Catalog AIE (Application Launcher > Integration Engines) Atrium Integrator (Application Launcher > Integration Engines) Use Atrium Integrator for new data transfers between external data stores and BMC Atrium CMDB. For more information about the Product Catalog.04 Product Catalog and DML Guide. 2 Click Application Launcher in the upper left corner at any time to open or close the list of available applications. and approve products for membership in your Definitive Media Library (DML) and Definitive Hardware Library (DHL). Opening applications in the BMC Atrium Core Console Use the following steps to open applications in the BMC Atrium Core Console. The BMC Atrium Core Console opens. see “Simulating the impact of changes to CIs” on page 107.

If you click Deny. c At the prompt that all information will be removed.04 NOTE To improve client performance. Figure 1-6: Adobe Flash Player Settings dialog box b In the Adobe Flash Player Settings dialog box. move the slider to the far left to allow 0KB of local storage. If you change your mind and later want to modify the cache settings.6.BMC Atrium CMDB 7. the Adobe Flash Player prompts you to cache up to 1MB of data when you first open the BMC Atrium Core Console. the system will prompt you to store the cache on your computer. Do not confuse the Adobe Flash Player cache with your browser cache. The next time that you log in and open the BMC Atrium Core Console. you must adjust the settings by performing the following actions: a Right-click inside the display pane and then select Settings. click Close. Figure 1-5: Adobe Flash Player Settings 3 Click Allow to store the cache information on your computer. the cache is not used and you will not be prompted again when you log in. 18 User’s Guide . click OK. d When you return to the Adobe Flash Player Settings dialog box.

Atrium Explorer interface 4 Pause your mouse pointer on either the Applications or Atrium Tools icon. Figure 1-7: Atrium Explorer layout Navigation pane Toolbar Display pane Chapter 1 Accessing BMC Atrium CMDB 19 . display pane. 5 Click the icon of the application that you want to open. The Atrium Explorer is divided into three panes: the toolbar. and navigation pane. Atrium Explorer interface Use the Atrium Explorer to manage the CI and relationship instances in BMC Atrium CMDB.

For more information about creating dynamic service models. Options Enables you to change the options for displaying instances. copying. Consider using the Layout controls to optimize how instances are displayed before printing the view. or deleting views” on page 77 for more information. Table 1-3: Atrium Explorer toolbar controls Button or menu New View Description Opens an empty view of the dataset in the display pane. Provides options for displaying instances: „ Save View Export View as Image Print View Map IT Resources Display „ Topology View—Shows instances graphically. saving. and makes sure that the view has been synchronized with BMC Atrium CMDB. Open Launch in Context Menu Opens any Launch-method federated links for the selected instance. Refresh View Updates the display of the current view to reflect any changes that you have made. saving. if the BMC Remedy IT Service Management applications are installed on your system. If you have multiple datasets in BMC Atrium CMDB. or deleting views” on page 77 for more information. use the attached list to select a dataset for the new view. Enables you to save the current view as a png image. Saves the view currently open in the display pane. Table View—Lists instances as rows in a table. this menu provides links to federated change requests or incidents related to the instance. and run filters. See “Viewing federated data” on page 46 for more information. See “Creating. copying. with lines to illustrate relationships between CIs. Maps a query to any CI for dynamic modelling to automate the maintenance of service models supporting that CI.BMC Atrium CMDB 7. See “Saving a view as an image” on page 79 for more information. You can associate a query with a technical or business service and dynamically update the CIs that are related to the service. 20 User’s Guide .04 Administrator's Guide.6.04 Atrium Explorer toolbar and user interface Use the Atrium Explorer toolbar and user interface to change the layout and view of the instances in the display pane. See “Creating. For more information. For example. see “Configuring instance display options in Atrium Explorer” on page 33. Table 1-3 describes the buttons and menus on the toolbar.6. create new views. Prints the current view. see the BMC Atrium CMDB 7.

click Run Layout in the view to reorganize the view according to the selected layout. To promote CIs from any other dataset. Note: You cannot create relationships in the BMC Asset dataset. Runs the Atrium Explorer Identification and Merge reconciliation job to promote changes in the Sandbox dataset to the Asset dataset. See “Using filters to restrict which instances are displayed” on page 80 for more information. run the BMC Sample Dataset Identification and Merge job from the Reconciliation console. see the BMC Atrium CMDB 7. You can create. Hierarchic). or delete filters that restrict the instances shown in the current view.04 Normalization and Reconciliation Guide. see “Using the Sandbox view and dataset” on page 85. to create relationships. To promote CIs in the BMC Sample dataset. copy. The display pane must be visible as a topology. For more information.6. applies any of the following layout controls to the instances in the display pane: „ „ „ Choose filter—Applies a filter that limits the instances that are visible in the current view or in a popup. Promote Sandbox Changes Layout controls From the topology view. See “Creating relationships between CIs” on page 91 for more information. A view lets you display a subset of CIs from your dataset. Based on the dataset that you select in your query options. edit. Top to Bottom—Specifies the direction of the instances in the display pane. create your own reconciliation job. Run Layout button If you have added new CIs to a view. You apply it to the layout style. Manage Filters Displays Filters dialog box. See “Working with layout controls to view CIs” on page 82 for more options. and not as a a table. Layered—Specifies the layout style of the view (for example. After you have populated a view with CIs and then saved it. you can reopen that view to work with those CIs. Chapter 1 Accessing BMC Atrium CMDB 21 . Views of the dataset in the display pane The Atrium Explorer displays BMC Atrium CMDB CI and relationship instances as a graphical map inside of a particular view. See “Using filters to restrict which instances are displayed” on page 80 for more information. Think of a view in Atrium Explorer as a “window” into a particular dataset. For more information.Atrium Explorer interface Table 1-3: Atrium Explorer toolbar controls (Continued) Button or menu Create Relationship Mode button and Relationship Type menu Description Toggles the ability to add relationships between CIs in the current view. The Promote Sandbox Changes button works only with the Sandbox dataset. you can perform various actions on the CIs within that view (for example. modify or delete).

saving. 22 User’s Guide . View . you can drag one or more instances from the Find section of the navigation pane to the display pane. its name is listed at the bottom of the display pane (for example.6. Figure 1-8: Topology of related instances in Atrium Explorer Most icons represent CIs Lines represent relationships Circle icon represents a group of federated instances List of views All instances visible in the display pane are represented as a view of a specific dataset.04 To view the CIs in the dataset. You can have several views opened at once.Sandbox for John). you show the CI in a particular view. Use the zoom bar to resize the topology in the display pane for easier viewing. For more information about working with instances in the display pane. or deleting views” on page 77. You can also click a CI and select Expand Children or Expand Parents to see associated CIs in the display pane. After you have opened a view. see: „ „ „ „ “Finding instances using a saved query” on page 40 “Using the Query Builder to create a new query” on page 48 “Creating queries with folding rules” on page 60 “Working with instances” on page 73 Figure 1-8 shows a topology of related instances in the display pane of Atrium Explorer. A message appears that indicates the result of dragging the instance or the reason why the drag operation was rejected. Click the names at the bottom of the display pane to switch between views as you work. For more information. though only one at a time is active. copying. see “Creating.BMC Asset or View1 . When you drag a CI instance to the display pane.BMC Atrium CMDB 7.

„ „ Figure 1-9 shows the zoom bar and its buttons. The Show Overview button is a navigation aid. or by using the scroll wheel on the mouse. Figure 1-10 shows a virtual computer with a brown rectangle. Click the icon and choose to either expand (show) or collapse (hide) related CIs. The Zoom Fit button resizes the topology so that all CIs and relationships fit in the viewable area of the display pane. and the Zoom In button makes the topology appear larger. If a CI’s isVirtual attribute is assigned the Yes value. You can click and drag the highlight box to select an area of the graph that you are interested in and the large graph will pan and zoom to display the portion you have highlighted. Each icon includes arrows that show other CIs related to that instance. You can also resize the topology by dragging the slider between these two buttons. the CI's icon is enclosed in a brown rectangle. Figure 1-9: Zoom bar in Atrium Explorer Zoom Fit Zoom In Show Overview Zoom Out CIs Each CI is represented by an icon that indicates the class of that instance.Atrium Explorer interface „ The Zoom Out button makes the topology appear smaller. which enables you to quickly identify CIs running as virtual machines. Figure 1-10: Virtual computer in Atrium Explorer Chapter 1 Accessing BMC Atrium CMDB 23 .

The text of the label is the value of an attribute of the CI class. because the BMC_System class uses the ShortDescription attribute for CI labels. These icons enable you to keep track of the changes you have made before promoting those changes to the production dataset.BMC Atrium CMDB 7. While you make changes in a personal Sandbox dataset. The purple icon and arrow indicate the impact relationship and its direction. Deleted.6. encoded names use the ShortDescription attribute. The Deleted icon is available in all dataset views to indicate instances that are marked for deletion. the BMC_ComputerSystem class also uses the ShortDescription attribute.04 The label below each CI icon identifies that CI.04 Administrator's Guide. Atrium Explorer uses the CI’s ShortDescription attribute to identify the CIs. For more information about impact relationships.6. as listed in Table 1-4. depending on its CI class. No corresponding copy of the CI exists yet in the BMC Asset dataset. A corresponding copy of the CI exists in the BMC Asset dataset. the Edited. CIs that represent logical resources use the Name attribute. For example.04 Administrator's Guide. You can configure different attributes to use for CI labels of a class. see the BMC Atrium CMDB 7. see “Impact states in Atrium Impact Simulator” on page 109 and the BMC Atrium CMDB 7. See “Using the Sandbox view and dataset” on page 85 for more information. Table 1-5 describes the status icons for different types of CIs or relationships. The CI has been deleted from the dataset.6. The Virtual icon is available in all dataset views to indicate virtual instances. and Virtual icons indicate the changes to each instance of a CI class or a Relationship class in relationship to the BMC Asset dataset. Table 1-5: Status icons for CIs or relationships Icon Description The CI has been edited in the Sandbox dataset. New. 24 User’s Guide . For more information about changing the attributes that are used for CI labels. By default. The CI is new in the Sandbox dataset. CIs that tend to have long. Instance icons can include a small graphic that indicates its status. Table 1-4: Classes that use Name and ShortDescription attributes for CI labels Classes with a Name attribute label BMC_Collection BMC_Document BMC_LogicalEntity BMC_Person Classes with a ShortDescription attribute label BMC_AccessPoint BMC_Equipment BMC_Settings BMC_System BMC_SystemComponent BMC_SystemService NOTE For CIs of classes that are not listed in Table 1-4. Atrium Explorer uses the Name or ShortDescription attribute of that CI. A subclass uses the CI label settings of its superclass.

Table 1-6 lists and describes the types of relationships that are available in Atrium Explorer at installation. CI-1 is related to CI-2. the status of CI is unchanged.6.04 Data Model Help. see the BMC Atrium CMDB 7. Member of Collection Solid black Partial group Relationship Dotted red Element Location Solid blue Group Relationship Dashed grey Virtual Relationship Dashed red Dependency Solid red Chapter 1 Accessing BMC Atrium CMDB 25 . Connects a CI to a group of related CIs. but the relationship is indirect because a filter or folding action has removed an intermediate CI from the view. If a filter has removed CI-2 from the view. see the BMC Atrium CMDB 7. the relationship between CI-1 and CI-3 is virtual. and CI-2 is related to CI-3. For more information about virtual relationships. For more information about location relationships. For example. If the CI is being viewed in the Sandbox. The destination class is located in a place defined by the source CI. if browsing CIs in a view causes a CI to be connected to two separate groups of CIs. the partial group line is used. Table 1-6: Relationship lines in Atrium Explorer (Sheet 1 of 2) Relationship type Default line Description The destination CI is a member of a collection related to the source CI.Atrium Explorer interface Table 1-5: Status icons for CIs or relationships Icon Description The CI is a virtual CI in the dataset.04 Data Model Help. For more information about member-of-collection relationships. The destination CI depends on the source CI.04 Data Model Help. when those groups would ordinarily be in the same group.6. For example. see the BMC Atrium CMDB 7. Connect a CI to a group of related CIs.6.04 Data Model Help. For more information about dependency relationships. where the group is incomplete. A corresponding copy of the CI exists in the BMC Asset dataset.6. See “Instance groups” on page 77 for more information. Connects a CI to another CI. the CI exists only in the Sandbox view but not in the Sandbox dataset. Relationships The lines connecting CIs represent the different types of relationships. see the BMC Atrium CMDB 7. and the default lines that represent them in the display pane. None „ „ If the CI is being viewed in BMC Asset. See “Instance groups” on page 77 for more information.

see the BMC Atrium CMDB 7. 26 User’s Guide . Based on the resulting list of CIs that are returned from your search. Contrast the Impact relationship type to an existing relationship (for example.6. you can perform various actions inside the display pane. see the BMC Atrium CMDB 7.04 Table 1-6: Relationship lines in Atrium Explorer (Sheet 2 of 2) Relationship type Impact Default line Solid fuchsia Description The source CI impacts the destination CI.6. where you can change line colors and styles. BMC_Genealogy Solid black Click Options in the toolbar to open the Options dialog box. For example. For more information about BMC_Genealogy relationships. This impact relationship line represents a “pure” impact relationship that is a hard coded and unchangeable part of the relationship definition.04 Data Model Help. For more information about impact relationships. The destination CI is a clone of the source CI. Display pane actions You start by selecting a dataset in the query options.BMC Atrium CMDB 7. Component Solid green The destination CI is a component of the source CI. Component) where the HasImpact attribute is set to Yes.6.6. see “Impact states in Atrium Impact Simulator” on page 109 and the BMC Atrium CMDB 7. right-click inside the display pane and then select Show All Sandbox Items.04 Data Model Help.04 Administrator's Guide. For more information about component relationships.

All the objects are then highlighted in the view. View as Production To view only the production instances. The Classes pane automatically opens and help text is displayed: Drag a class from the classes pane to the view to create a CI.Atrium Explorer interface Figure 1-11: Available actions inside the display pane Table 1-7 lists the actions you can perform inside the display pane. Create CI Chapter 1 Accessing BMC Atrium CMDB 27 . right-click in the display pane and then choose Select All Objects. right-click in the display pane and then choose View as Production. For more information. The Create Relationship Mode is automatically enabled and help text is displayed: Create relationship mode has been turned on. The Asset view and only the production instances appear in the display pane. right-click in the display pane and then choose Create CI. see “Creating relationships between CIs” on page 91. For more information. Table 1-7: Actions you can perform in the display pane Action Select All Objects Description To select all objects in the view. To create a CI. you can only show all sandbox items inside the Sandbox. For more information. Not all operations are supported in every view. Create relationship To create a relationship. right-click in the display pane and then choose Create relationship. For example. see “Working with related CIs” on page 74. see “Creating instances” on page 88.

but you cannot expand or edit the Impact Model. right-click in the display pane and then choose View as Impact Model. right-click in the display pane and then choose Show All Sandbox Items. Hierarchic) and direction (for example. You can use the Layout menu to specify the layout (for example.BMC Atrium CMDB 7. Top to Bottom) of the instances.6. View as Impact Model CI actions you can perform in the display pane You start by selecting a dataset in the query options. edit. All the CIs and their relationships in your Sandbox dataset are displayed. To view only the CIs with impact relationships. you can display. When you finish with the Impact Model. or delete those instances in a particular view on the display pane.04 Table 1-7: Actions you can perform in the display pane Action Show All Sandbox Items Description To review all the CI and relationship instances in the Sandbox before you promote them. Based on the resulting list of CIs that are returned from your search. close the view to return to Atrium Explorer. Figure 1-12: Down arrow menu options when you select an instance 28 User’s Guide . A read-only topology view of the Impact Model appears.

open that instance for editing as described in “Editing instances” on page 96. click the down arrow and select Properties.ASSET view. see “Editing instances” on page 96. Chapter 1 Accessing BMC Atrium CMDB 29 . click the down arrow and then choose Remove From View. or soft deleted. click the down arrow and then choose Delete from Database. Quick Edit To edit the name and short description of an instance. For more information. see “Using the Sandbox view and dataset” on page 85. see “Editing instances” on page 96. The Delete from Database command determines whether the selected instance should be: „ „ Marked as deleted. For more information. Discard Sandbox Changes To remove instances or relationships from the Sandbox that you do not want to promote. The instance is removed from the Sandbox and any changes that you have made are discarded. click the down arrow and then choose Quick Edit. When you try to edit a CI from the BMC. click the down arrow and then choose Discard Sandbox Changes. Not all operations are supported in every view. you can only display—not edit or delete—CIs from the BMC.Atrium Explorer interface After you select the instance. you are prompted to create a new Sandbox view. click the down arrow and then choose Edit. For more detailed information about the properties of an instance. The instance is deleted from the database and removed from the view.ASSET view. Only inside the Sandbox view can you edit the CI or delete it from the database. For example. For more information. For more information. Properties To view a list of instance properties. Deleted from the dataset. This action is indicated by the Deleted icon. you then promote it to the BMC. For more information. you click the down arrow and then you select an item from the menu. or hard deleted. see “Using the Sandbox view and dataset” on page 85. see “Views of the dataset in the display pane” on page 21. Remove From View To remove an instance from a view. When you make your final edits to the CI. For more information. Delete from Database To delete instances. see “Using the Sandbox view and dataset” on page 85.ASSET dataset. Table 1-8: Actions you can perform in the display pane (Sheet 1 of 3) Action Edit Description To edit all the attribute values of an instance.

„ „ If a scope is defined for the CI. Note: The Expand Default menu option performs the same action as Some CIs include a “scope” definition. click the down arrow and then choose Impacted Services. Expand Children Expand Parents Expand Both Expand Default To view any destination CIs in the display pane. The current scopes available are: „ „ „ „ „ Business Service Application Cluster Software Server Computer System (defined as Server) For example. Collapse Children Collapse Parents To hide the destination CIs in the display pane. These services have the potential of being impacted if the selected CI is affected adversely. To view any source CIs in the display pane. click the down arrow and then choose Expand Default. Computer System. To expand the CI according to its default setting. A scope is a predefined query that limits the type of CIs displayed when you expand a CI. the Business Service scope expands the CI to display only Business Service. 30 User’s Guide .04 Table 1-8: Actions you can perform in the display pane (Sheet 2 of 3) Action Impacted Services Description To view of a list of services that are potentially impacted if the CI selected in the current view is unavailable or impaired. click the down arrow and then choose Expand Parents. double-clicking the CI. If no scope is defined for the CI.6. click the down arrow and then choose Collapse Parents. To hide the source CIs in the display pane. Expand Default uses the scope to expand the CI. see “Impact states in Atrium Impact Simulator” on page 109. For more information about impacted services. click the down arrow and then choose Collapse Children. click the down arrow and then choose Expand Both. a service that depends on a server will be impacted if the server is down. Software Server. Application. To view both the source and destination CIs in the display pane. You can drag a service from the Impacted Services list to the current view. click the down arrow and then choose Expand Children. For example. the CI expands both the source and destination CIs.BMC Atrium CMDB 7. Not all CI classes have scope definitions. and Cluster CIs.

To run an impact simulation. click the down arrow and then choose Simulate Impact. Group Parents To group CIs of the same class (that is. see “Running an impact simulation” on page 113. see “Running a quick impact simulation” on page 118. perform one of the following actions: „ „ Select one or more classes to group and then click Group Click Select All and then click Group. see “Viewing instance history” on page 104. Compare Against Asset Version To compare an instance in the Sandbox with the BMC Asset dataset. For more information. see “Comparing CI and relationship instances” on page 102. click the down arrow and then choose Group Parents. For more information. click the down arrow and then choose Compare Against Asset Version. For more information. click the down arrow and then choose Group Children.Atrium Explorer interface Table 1-8: Actions you can perform in the display pane (Sheet 3 of 3) Action Group Children Description To group CIs of the same class (that is. Chapter 1 Accessing BMC Atrium CMDB 31 . View History To view the audit history of an instance. click the down arrow and and then choose View History. When the Select Class Type(s) to Group dialog box appears. For more information. Simulate Impact Quick Impact Simulator To access a streamlined version of Atrium Impact Simulator that lets you simulate the impact of a CI being unavailable without having to launch the Atrium Impact Simulator. the common children CIs) related to a parent CI. see “Comparing CI and relationship instances” on page 102. Compare Instances To compare Sandbox CIs against the version in the production dataset so that you can analyze manual changes made. For more information. click the down arrow and then choose Quick Impact Simulator. the common parent CIs) related to a child CI. click the down arrow and then choose Compare Instances.

04 Navigation pane The navigation pane enables you to control the instances and views that are available in the display pane. copying. a red X appears on the instance when you drag it and the instance is moved back to the results list. After running a query. the type (local or global). Select a view and click Open to open that view in the display pane. You can choose to view classes as an alphabetical list of names with large icons. as described in Table 1-9. You can drag a class to the display pane to create a new instance of that class. which is reserved for production use. drag an instance from the results list to add it to the current view. this section provides the name. Note: You cannot directly create CIs in the BMC Asset dataset. It also enables you to query BMC Atrium CMDB for specific instances to add to a view in the display pane. Views For each saved view.BMC Atrium CMDB 7. Note: You can drag an instance from the results list to a view only if Find the view's dataset is the same as the query's dataset. the following message appears in the display pane: CI dataset does not match view dataset See “Finding BMC Atrium CMDB data” on page 35 for more information. 32 User’s Guide . and a description. To add new CIs in the BMC Asset dataset. saving. an alphabetical list of names with small icons. and a hierarchical list of icons. If the view's dataset differs from the query's dataset.6. The navigation pane has several sections. and add that instance to the current view. or deleting views” on page 77 for more information. Enables you to query BMC Atrium CMDB for specific instances. See “Creating. Table 1-9: Sections of the Atrium Explorer navigation pane Section Classes Description Lists the classes available in the data model. See “Creating instances” on page 88 for more information. Additionally. you must create the CIs in your Sandbox dataset and promote them.

click Restore Defaults. For more information. Dataset Backgrounds tab—Sets the background color for different types of views. Chapter 1 Accessing BMC Atrium CMDB 33 . click Options. adds the expanded CIs directly to the view. Default is 2. configure the following options: „ Maximum Number of Characters to display (General tab)—Sets the number of characters to display for instance names. Popup—Displays the expanded CIs in a popup dialog box. Figure 1-13: Configuring instance display options in Atrium Explorer X To configure instance display options in Atrium Explorer 1 Open Atrium Explorer. 2 In the Atrium Explorer toolbar. and style of the lines used to indicate relationships. click Restore Defaults. To revert to the original color scheme. CIs are always expanded as popups. „ „ „ „ View—By default. To revert to the original color scheme. Default is 32. 3 In the Options dialog box. see “Creating queries with folding rules” on page 60. (Non-Query View) Expand Graph (General tab)—Sets where to display CIs and relationships when you expand a CI. NOTE In the Atrium Explorer Query view. weight. „ Relationship Types tab—Sets the color. see “Working with related CIs” on page 74.Atrium Explorer interface Configuring instance display options in Atrium Explorer You can configure options for displaying instances in Atrium Explorer. For more information. Number of Graph Expansion Levels (General tab)— Sets the number of levels to open by default for an instance that you add to a view. „ 4 Click OK.

04 34 User’s Guide .BMC Atrium CMDB 7.6.

The following topics are provided: „ „ „ „ „ „ „ „ „ „ „ Viewing data in Atrium Explorer (page 36) Find tab interface (page 38) Finding instances using a saved query (page 40) Query structure (page 43) Shared and personal queries (page 46) Viewing federated data (page 46) Using the Query Builder to create a new query (page 48) Editing a query (page 68) Copying a query (page 69) Configuring query options (page 69) Using BMC Remedy ITSM or BMC Remedy AR System class forms to find instances (page 70) Chapter 2 Finding BMC Atrium CMDB data 35 .Chapter 2 Finding BMC Atrium CMDB data This section explains how to use the Atrium Explorer application to query BMC Atrium Configuration Management Database (CMDB) for configuration item (CI) and relationship instances.

04 Viewing data in Atrium Explorer Atrium Explorer provides many ways to view BMC Atrium CMDB data. You can have several views of different datasets open at once. you can switch between the views.BMC Atrium CMDB 7. Business Services). Though only one view at a time is active. The query returns a list of results. You can start by opening Atrium Explorer and running one of the out-of-the-box queries (for example.6. 36 User’s Guide . Figure 2-1: Viewing data in Atrium Explorer All CIs and relationships visible in the display pane are represented in a view (as shown in Figure 2-1).

Table 2-1: Methods for viewing CI and relationship data Method Expand the CI to view underlying data Create a filter to hide data Description For more information Drag a CI into the view and double-click it.Viewing data in Atrium Explorer You now have several options for viewing the CI and relationship data. „ „ “Using filters to restrict which instances are displayed” on page 80 “Relationships” on page 25 Create a query to view data “Using the Query Builder to create a new query” on page 48 Create a folded The results of a folded query are displayed in a Query view. Views are especially useful after you have queried the CI data that you want to view and then you have filtered out the CIs you want to exclude. If CIs are excluded from view. providing distinct ways to view the instances in BMC Atrium CMDB. page 30 Filters hide the CI or relationship instances that are visible in the current view (for example. the IP Endpoint class of the computer system). A graphical map is used to build and display customized queries. Views display CI and relationship instances in Atrium Explorer. saving. The CI expands “Expand Default” on according to its default setting to display related CIs. “Creating queries with query to hide data A fold icon and a dashed red virtual relationship line folding rules” on page 60 indicates the presence of hidden CIs. Chapter 2 Finding BMC Atrium CMDB data 37 . In addition to the out-of-the-box queries installed with Atrium Explorer. you can build simple or advanced queries to view different patterns of data. or deleting views” on page 77. copying. see “Creating. their absence is indicated by a red dashed lined that indicates a virtual relationship line. For more information.

and so on. the Sandbox or the Query view) 38 User’s Guide . The Find tab is divided into the following main areas: „ „ „ „ Find tab toolbar Query list Query results list Display pane that shows CIs in a particular view (for example. showing the CI properties. configuring query options.6. Figure 2-2: Find tab in Atrium Explorer Additional buttons available in Table view when displaying instances Find tab toolbar buttons Custom categories and queries you create for your own company Out-of-thebox query installed with BMC Atrium CMDB Query list Query results list Display pane (Table view) These functions include searching for CIs in a specific dataset.04 Find tab interface Use the Find tab to perform important query functions in Atrium Explorer.BMC Atrium CMDB 7.

Find tab interface Find tab toolbar Use the Find tab toolbar to create. Query Options Configure options that determine the default behavior of all queries. Dataset list Selects the dataset against which the query is run. See “Editing a query” on page 68 for more information. You can configure important query options (for example. Also visible in the Table View. Table 2-2: Find tab toolbar controls (Sheet 1 of 2) Button or menu New Query Description Creates a new query in the Query Builder. You can also display or edit CI properties from the Find toolbar. you must convert the Asset view to a new Sandbox view. Edit CI Chapter 2 Finding BMC Atrium CMDB data 39 . and then run a promotion. See “Using the Query Builder to create a new query” on page 48 for more information. the dataset). You can rename the query and modify the search conditions. perform your edits. copy. Also visible in the Table View. See “Copying a query” on page 69 for more information. this icon is disabled in the Find Show Results as Query View tab. Permanently deletes a query from the list. Table 2-2 describes the buttons on the toolbar. modify. See “Creating queries with folding rules” on page 60 for more information. Runs a query that uses folding rules to restrict which instances are visible in Atrium Explorer. See “Editing instances” on page 96 for more information. Modifies a query from the list. Lets you edit the CI properties if the CI is in an editable dataset (for example. Refreshes results in the query list. Copies a query from the list. See “Finding instances using a saved query” on page 40 for more information. Copy Query Edit Query Delete Query Run Query Runs the query without changing any search conditions. the Sandbox). or delete queries. Note: If no such query is defined. See “Configuring query options” on page 69 for more information. Otherwise. Refresh Query Show Properties Displays the properties of the CI that was selected from the query list.

Also visible in the Table View. or all virtual machines. Figure 2-3: Queries. Displays columns visible in the Table View of the display pane. Add or remove columns as needed.BMC Atrium CMDB 7. See “Comparing CI and relationship instances” on page 102 for more information.6. Creates a report (in .csv format) that lists details about the instances selected in the Table View of the display pane. Also visible in the Table View.04 Table 2-2: Find tab toolbar controls (Sheet 2 of 2) Button or menu Show in View Description Displays the CI from the query list in its dataset view within the display pane. Figure 2-3 shows the out-of-the-box queries that are available after installation. Displays the audit history of an instance. For example. See “Viewing instance history” on page 104 for more information. see “Finding instances using a saved query” on page 40. you can copy them to use as templates when creating your own queries. For more information. NOTE You cannot modify or delete these out-of-the-box queries. Compare Instances View History Configure Columns Create Report Finding instances using a saved query By default. Compares instances in Atrium Explorer within a single dataset or from two different datasets in the display pane. and results Query name Variable conditions Query results 40 User’s Guide . However. the Query list shows several queries that were installed with BMC Atrium Core. the sample queries enable you to search for all Computers with a specified operating system. variable conditions.

and the grouping of query conditions. relationships.6. click Options. select a query. Chapter 2 Finding BMC Atrium CMDB data 41 . The Find section can also include queries that were created and saved by other users. For more information about viewing instances. attributes. The results list shows all instances that match the query criteria. see “Using the Query Builder to create a new query” on page 48. NOTE You can drag an instance from the results list to a view only if the view's dataset is the same as the query's dataset. Additionally. see “Working with related CIs” on page 74. If the view's dataset differs from the query's dataset. Drag an instance from the results list to the display pane to add that instance to the current view.04 Data Modeling Guide The out-of-the-box queries assume that CI and relationship instances have been created following the best-practice guidelines in this guide. Pause your mouse pointer on a query name to display a description of that query. You cannot modify the out-of-the-box queries in the Query list. the out-of-the-box queries might ignore these instances while displaying the results list. If you do not follow these best practices while creating CI and relationship instances. 2 In the Query list. you can query for all computer systems in Houston or London that are running Microsoft Windows 7. but you can use them as a template for creating new queries. For example. Queries enable you to find instances based on query criteria such as multiple classes. The Query list can appear in various locations in BMC Atrium CMDB products. 3 In the Dataset list. you can click that arrow to see the variable conditions for that query. the results are displayed in a list. a red X appears on the instance when you drag it and the instance is moved back to the results list. 5 In the Query list. If a saved query has an arrow next to its name. select the dataset against which the query is run. X To find instances using a saved query 1 Open the Query list. You can copy the query results to the Atrium Explorer display pane. including the Find section of Atrium Explorer and the Add CI dialog box of Atrium Impact Simulator.Finding instances using a saved query After you run a query. 4 Click OK. BMC recommends that you follow the best practices outlined in the BMC Atrium CMDB 7. For more information about creating and saving queries. the following message appears in the display pane: CI dataset does not match view dataset NOTE When you create CI and relationship instances.

Note: You cannot edit instances in the BMC Click Edit. see “Comparing CI and relationship instances” on page 102.6. to a view in the display pane.BMC Atrium CMDB 7. 3 Click Search for Advanced Search. For more information about working with instances in the display pane. Compare two instances within a single dataset or from two different datasets. see “Editing instances” on page 96. 1 Click the arrow by the query name. All instances that match the query criteria appear in the results list. Asset dataset. For more information.04 6 Perform one of the following actions: Action Run the query without changing conditions Edit values for query conditions before running the query Steps Click Run for Simple Search. For more information. Edit some of the attributes for a selected instance. Configure options that determine the default behavior of all queries. 7 (optional) Perform one or more of the following actions for the instances in the results list: Action Step View properties for a selected instance in the Click Show Properties. You must convert the Asset view to a new Sandbox view and then perform your edits. Copy or drag one or more selected instances Click Show in View. 42 User’s Guide . see “Configuring query options” on page 69. For more information about editing instances. see “Working with related CIs” on page 74. Click Options. Properties section of the navigation pane. Click Compare Instances. 2 Select an operator and enter a value for any condition you want to edit.

csv format) that lists details about the instances selected in the Table View of the display pane. ShortDescription. and VersionNumber attributes). and Model attributes) and other conditions for the BMC_OperatingSystem class (for the ManufacturerName. OSType. For example. ManufacturerName. Click Create report. the BMC_HostedSystemComponent relationship class. For example. a query for computer systems with a particular operating system might include several conditions for the BMC_ComputerSystem class (for the Name. a query for all computer systems running a particular operating system would include the BMC_ComputerSystem CI class. For more information. For more information. Figure 2-4: Sections of the Query dialog box Query condition buttons Available classes in base class Classes and relationships in query Chapter 2 Finding BMC Atrium CMDB data 43 . and the BMC_OperatingSystem CI class. see “Using the Query Builder to create a new query” on page 48. see “Viewing instance history” on page 104. Creates a report (in . For each class. you can create one or more query conditions based on the attributes of that class. Query structure Queries can include one or more CI classes and their relationships to other CI classes. Figure 2-4 shows the sections of the Query dialog box.Query structure Action View audit history of an instance. Step Click View History.

For example. a query for all computer systems in either Houston or London and with a reconciliation ID. you might query for all computer systems with Windows 7 operating systems by building a query that includes the BMC_ComputerSystem and BMC_OperatingSystem CI classes. The condition that queries the BMC_PhysicalLocation class for the City attribute that matches Houston is grouped with the condition that queries for the City attribute that matches London. Relational-algebra formatting also enables you to group query conditions. For more information about relational algebra in queries.6. use the query condition buttons in the Query dialog box to group and order the conditions according to relational algebra formatting. Remove condition Removes the selected condition from the query. in a query for computer systems in Houston or London. 44 User’s Guide . That group is joined by a Boolean AND operator to a condition that queries for CIs that have a reconciliation ID. as well as the BMC_HostedSystemComponents relationship class. the two conditions for BMC_PhysicalLocation are linked by a Boolean OR operator. see the BMC Remedy Action Request System 7. Table 2-3 describes the query condition buttons. Depending on the CI and relationship classes. Best practice When you create an advanced query. For example. add a relationship class. These conditions are written in a relational-algebra format as: (City = “Houston” OR City = “London”) AND ReconciliationId != NULL When you have more than one condition in a query.04 Workflow Objects Guide.6. Start with a CI class. Relational-algebra formatting Atrium Explorer queries use a relational-algebra format based on Structured Query Language (SQL). For example. you can specify the direction of the relationship.04 When you connect a CI class to another CI class by a relationship class in a query. use specific relationship classes to make your query more efficient. Table 2-3: Query condition buttons Button Edit condition Description Edits condition in the query.BMC Atrium CMDB 7. and then a second CI class that is connected to the first CI class by the relationship. the first CI class can be either the source or destination of the relationship.

This is helpful when a query involves multiple classes. If you do not specify a label. For example. You and others can quickly edit a portion of the query without creating and saving a new query. Chapter 2 Finding BMC Atrium CMDB data 45 . one of the tasks of an IT staff member at Calbro Services is to make sure that all computers with the Windows 7 operating systems are updated with the latest service packs. This enables you to define multiple conditions as part of a single query.) The IT staff member creates an advanced query to find Calbro Services computer systems and defines the following conditions for the query: „ „ OSType=Microsoft Windows 7 ServicePack=latestServicePackName Figure 2-5: Saved query with multiple conditions When Microsoft announces the release of a new Windows 7 service pack. such as Windows 7 Service Pack 1. the IT staff member runs the query with the following values set for the query conditions: „ „ OSType=Microsoft Windows 7 ServicePack!=Windows 7 Service Pack 1 The query returns all Windows 7 operating system computers where Windows 7 Service Pack 1 is not installed. Name is a common attribute. and variable conditions from different classes refer to attributes with the same name. see “Using the Query Builder to create a new query” on page 48. For example. The IT staff member can install Windows 7 Service Pack 1 on the Calbro Services computer systems that are returned by the query. When you create or edit a query. the attribute name is used as the label in the Query list. (For more information about how to create such a query. You can specify the labels that appear for variable attributes in the Query list. select the check box for any condition to allow users to edit the value for that condition.Query structure Queries with parameters You can provide the ability for users of a saved query to edit the value for one or more conditions before running the query.

Variable conditions without values are not included when the query is run. and delete shared queries. the query returns instances only for which the condition applies. Even if some Calbro Services computer systems are not associated with a location. edit. the Open Launch Context Menu provides links to federated records (for example. you can create this type of a query. change requests or incidents) related to the CI selected in the Atrium Explorer display pane. If the IT staff member runs this query without specifying a city. Access to use a shared query is determined by the CMDBRowLevelSecurity attribute value for the query’s instance on the BMC_UIComponent form. as a Personal Query or Shared Query. you have the option of saving the query. For example. „ For more information about permissions and roles. Shared Query—If you have the CMDB Console Admin role. no default value appears. if you provide a value for a variable condition. If you do not provide a value. with a variable parameter for the City attribute. Shared and personal queries When you create a query.BMC Atrium CMDB 7. Conditions that are not selected as variable are always included when the query is run. if the variable conditions include values. By default. the query returns all Calbro Services computer systems that are related to any location.6. NOTE If the BMC Remedy ITSM applications are installed on your system. A saved query is stored as an instance of the BMC_UIComponent form. You can save a query as one of the following types: „ Personal Query—If you have the CMDB Data View role. the query still returns those CIs.6. to run later from the Find section. However. see the BMC Atrium CMDB 7.04 When you create a query. that value appears as the default value for that condition in the navigation pane. Viewing federated data Federated data is information about a CI that is stored outside BMC Atrium CMDB and is linked to CIs in BMC Atrium CMDB. members with the CMDB Data View role have access to a shared query. 46 User’s Guide .04 Administrator's Guide. Atrium Explorer allows you to retrieve federated instances that are related to a core CI in the BMC Atrium CMDB. an IT staff member at Calbro Services has saved a query that searches for Calbro Services computer systems located in New York City. you can create. You can use only personal queries that you created.

For more information about federated data and federated relationship classes. A federated relationship class contains no data. Figure 2-6: Relationship link between CI instance and external data in federated class For high-level information about federation. see the BMC Atrium Core 7.Viewing federated data You can view additional federated data from Atrium Explorer only if an administrator has set up federation through the Federation Manager. see the BMC Atrium CMDB 7. the saved query was an OR search for Calbro Services computer system CIs where Model = PowerEdge or Manufacturer = Dell Computer Systems. see “Instance groups” on page 77.04 Concepts and Planning Guide. If an administrator has configured a separate application to display federated data.6. appearing as instances related to CIs that are stored in BMC Atrium CMDB. Chapter 2 Finding BMC Atrium CMDB data 47 . An administrator can configure federated data to be available in the Atrium Explorer display pane.04 Administrator's Guide. it exists only to connect a federated data class to a CI class in your data model. 2 Drag the CI into the display pane. you cannot add query conditions for federated relationship classes.6. The base class for federated data classes is BMC_FederatedBaseElement. perform the following procedure to view that federated data. query the CI that you want to view. X To view a CI related to federated data 1 In Atrium Explorer. When creating a query that includes federated data and federated relationship classes. For more information about CI groups. In Figure 2-6. Federated instances of the same federated data class appear as a CI group.

for example. An application chosen by an administrator launches to display the federated data. This functionality allows you to create queries that return. X To view federated data in an application launched from the Atrium Explorer 1 Select a CI in the Atrium Explorer display pane. 2 In the toolbar. Figure 2-6 shows that the bank server CI is related to a federated class. click Open Launch in Context Menu. the federated class is displayed below the CI. only servers with three or more hard drives. You can then link logical CIs (such as technical services) to corresponding applications or to servers that support the service. In addition to building simple queries that walk a particular path. 48 User’s Guide . If you successfully related the source class and the federated destination class. Using the Query Builder to create a new query For better analysis of your BMC Atrium CMDB data.BMC Atrium CMDB 7. Using the results returned by an advanced query—for example. You can also specify count restrictions in the criteria for a relationship.6. the Query Builder helps you build topological queries with any pattern possible. the federated CI is displayed in Atrium Explorer. all the applications and services that comprise the ITSM business service at Calbro Services—you can analyze your current service models and create new logical entities. If you successfully created a federated relationship qualification.04 3 Double-click the CI. you can build pattern queries to create service models. 3 Select a launch link to open (for example. 4 Double-click the federated class. View Related Change Requests). This federated CI is a static record—you cannot modify it in any way because the database table underlying the federated class is external to BMC Atrium CMDB and not under its control.

and so forth. The Layered layout arranges the items by levels pre-defined for each type. the graph expands according to the items in the query. „ NOTE The lanes used in the Query Builder only affect how items are arranged in query views. You can include multiple items in multiple lanes. Based on the relationships that you draw between the items. the items are arranged according to the selected layout setting. When you drag an item from the result list to the Query Builder canvas. The other lanes are optional. In regular instance views. The lanes determine what level each item is displayed in. „ You can use the query-by-path capability to search for any simple or detailed pattern containing multiple relationships. List. You can use the lanes in the Query Builder to construct complex searches. the items in the various lanes are relative to each other: „ „ Items in the second lane are relative to the items in the top lane Items in the third lane are relative to items in the second and top lanes. The top lane in the query contains one or more items that are required in the query—results are only returned from the query if it includes instances of that item.Using the Query Builder to create a new query Figure 2-7: Query Builder Select base class Use the Locate field to filter the list of classes Lanes in the Query panel Select Tile. It helps you determine which CIs to display (or expand) in Atrium Explorer. Chapter 2 Finding BMC Atrium CMDB data 49 „ . Items in the same lane cannot be joined together with a relationship. or Tree view of classes List of available classes You use the Query Builder to create new categories and new queries for configuration item (CI) and relationship instances.

Before you begin As test data.04 When specifying the relationships between various items. it creates a new category for Calbro Services in the query list. 3 In the Find tab toolbar. diary. Computer System CIs). 2 Click the Find tab. type a description of the query. b (optional) In the Category field. For more information. you can specify that items in lower lanes must be returned in the query results. but add more query items within the visualization. d Specify if the query is shared or personal. you restrict the CIs displayed in the query results list. „ You can build a query with “folding” rules that hide less important CIs. see “Shared and personal queries” on page 46. click New. create several Computer System CIs and name them appropriately (for example. This functionality restricts the CIs displayed in the query results list and allows you to create queries that return. 4 In the General Information tab. This query includes a condition that limits the search to computers that have “Calbro” in their name. You can later unfold these CIs in Atrium Explorer as needed. 50 User’s Guide . For example. Creating a simple query The following example shows how to create a simple query that searches for all computers at Calbro Services.6. You can build a query that circles back in a “loop” to the top item. When you are finished. enter the following: a In the Query Name field. If the lower item must be present in each result. only servers with three or more hard drives. and attachment attributes. you might want your query to return all software servers that listen on a certain IP address. You can specify count restrictions in the criteria for a relationship. type a category for the query. Only required links are supported in a loop. type a new name for the query (for example. Calbro Services). If you create a new category (for example. for example. „ You can include optional items in the query that do not restrict the results.BMC Atrium CMDB 7. Calbro_ComputerSystem_SJ1). it is then displayed in the Query list. X To create a simple query using the Query Builder 1 Open Atrium Explorer. c (optional) In the Description field. promote the CIs to the Asset dataset. Finally. and also return the computer system. „ „ NOTE You cannot query currency.

Using the Query Builder to create a new query Figure 2-8: Defining General Information in Query Builder 5 Click the Editor tab. type a letter. The class list refreshes to show the subclasses of that base class. the BMC_BaseElement classes in the BMC Common Data Model are displayed (Figure 2-9 on page 52). the list shrinks and only classes with “com” in their name are displayed (for example. For example. 6 (optional) Select the base class to use with the query. For easier viewing. By default. Communication or Computer). List. 8 Drag and drop a class from the list to the Drop additional classes here lane in the Query panel. 7 (optional) To filter the list of classes that are displayed. you can select a Tile. word. or Tree view of the subclasses. you would select the Computer System class. or phrase in the Locate field. If you type com in the Locate field. Chapter 2 Finding BMC Atrium CMDB data 51 . select BMC_FederatedBaseElement to view any federated classes that exist in your BMC Atrium CMDB data model. You can click the Select base class down arrow to view a different set of classes. In this example.

or tree view of the classes Available classes Lane in Query panel that contains class you want to query The first object (Computer System) that you drag into the top lane of the Query builder is special in several different ways. NOTE You can add multiple objects to the top lane as long as the items in the graph are all connected. double-click the class (or select the class and then click the edit button in the toolbar). you add additional objects and relationships into the Query Builder. 9 To edit the class conditions. see “Creating an advanced query” on page 55. This object then is a required element in the query—results are only returned from the query if it includes instances of that object. It becomes the “top” of the query and you cannot place any items above it.BMC Atrium CMDB 7. 52 User’s Guide . For additional information about adding objects and relationships into the Query Builder. In “Creating an advanced query” on page 55.04 Figure 2-9: Creating queries Select base class list Select tile. If necessary. select a class in the Query panel and then click the Delete icon to remove it. list.6.

b Type a name for the condition. create a query condition that searches for all computer systems that include “Calbro” in their name—Name LIKE Calbro%. c Select an attribute (for example. you could create a class condition that queries only Dell Computers in the San Jose location (ManufacturerName LIKE “Dell” AND Domain LIKE “San Jose”). use the fields and drop-down lists to create one or more conditions for that class.Using the Query Builder to create a new query 10 In the Conditions dialog box. f If you want to add another condition. An additional row then appears in the Conditions dialog box. see “Query structure” on page 43. A yellow diamond then appears next to the class. g If you have multiple conditions. indicating that the class uses a condition. h Click Save. VersionNumber or ManufacturerName). LIKE or !=). For more information about query structure. e Type a value (for example. In our simple query. select AND or OR. OS Version or Manufacturer). use the move up or move down buttons to arrange and group conditions to structure the query according to relational algebra formatting. These conditions appear in the Find tab after you create the query. such as the label of the attribute (for example. Chapter 2 Finding BMC Atrium CMDB data 53 . Microsoft). Figure 2-10: Creating query conditions for classes a Click the checkbox to enable the query conditions. d Select an operator (for example. For example.

Computer System).04 11 Click the Viewing Options tab to select the CI attributes for display in the query output table. Figure 2-11: Specifying CI attributes for display in the query a From the Configuration Items list. 4 Drag one or more CIs into the display pane to review them. select all attributes to display in the query output table.BMC Atrium CMDB 7. 2 Click the Calbro Services category. 3 Select the Computer System CIs query and then click Search.6. X To test the results of your simple query 1 In the Find tab. Calbro Services now appears in the list as a new category. The new category and your new query appears in the Query list (see Figure 2-12 on page 55). review the categories in the query list. c Select attributes from all the Configuration Item classes in the list. 12 Click Save to close the Query dialog box. b From the Attributes Selected For Display list. This simple query returns all computer systems that include “Calbro” in their name. select a class (for example. 54 User’s Guide .

By default. Chapter 2 Finding BMC Atrium CMDB data 55 . each item except the top item is optional. name it Calbro_DiskDrive_1. In this example. It assumes you already understand how to create a simple query and use conditions in your query. 3 Drag and drop the Diskdrive class from the Base Element CIs list to the Drop additional classes here lanes in the Query panel. Before you begin As test data. and then create a Component relationship with one of the Calbro Computer Systems. 2 Click the Editor tab. When you are finished. Your advanced query can include multiple objects in multiple lanes. (optional) In the General Information tab. X To create an advanced query 1 Edit the simple query that you created previously.Using the Query Builder to create a new query Figure 2-12: New category and query with results returned New category and new query Query conditions Calbro computer CIs returned in query results Creating an advanced query The following example shows how to create an advanced topological query that searches for all Calbro Services computers that have a required component relationship to disk drives. change the name of the query to Computer System and Diskdrive CIs. promote your changes to the Asset dataset. create one DiskDrive CI. Computer System in the top lane is the required object in the query.

you would see all the items that are included in the query. select a class in one lane and drag your cursor to a class in another lane. The Relationship dialog box appears. create a Component relationship between the Computer System and the Disk Drive CIs. You cannot join items in the same horizontal lane directly with a relationship. To create a relationship: a In the Query panel.6. You must join all items you put in an advanced query by relationships to other items.BMC Atrium CMDB 7. Without any additional restrictions. However. For example. 56 User’s Guide . if you view and expand the CI in the Atrium Explorer display pane. your query would return all Computer Systems. not just the top one. you see a list of Computer System instances. and ultimately to the top item.04 Figure 2-13: Creating advanced queries Drag additional classes into lane to create advanced queries 4 Create a relationship between CI classes in your query. When the results are returned. You should put additional connected items in a lower lane. even Computer System instances that do not have any Diskdrives. You now can select the relationship type between the top and lower items.

no instances of the top item are returned in the results unless there is also at least one instance of the lower one. Typically. e (optional) In the Required checkbox. For example. you can specify cardinality but not conditions—the Conditions tab is disabled. Component). other options might not be available. d (optional) Select the Required checkbox. For example. This item includes all possible relationships in the query. But you can narrow the relationship type as needed. cardinality is not required. the top item in the query is the source and the lower item is the destination.Using the Query Builder to create a new query Figure 2-14: Specifying relationship between source and destination classes b From the Type menu. checking the Required checkbox means that the lower item is required in each result. specify the count restrictions in the criteria for a relationship. For a relationship that joins the top item with a lower item. By default. no Computer System instances are returned in the query that do not have any Diskdrives. if Diskdrive is required. then empty parameters have no effect. „ By default. By specifying that the lower item is required in each result. you restrict the CIs displayed in the query results list. Figure 2-15: Additional relationship options c (optional) Specify the direction of the relationship. if you select Has Impact. specify the relationship type (for example. Chapter 2 Finding BMC Atrium CMDB data 57 . Depending on the type you select. If an item is optional in the query definition. When the query is run. the All Related relationship type is selected.

As a result. The numerical restriction on the new relationship (between the second and third items) is a condition on how many instances of that third item are connected to each instance of the higher item. you could construct a query that returns all computer systems that have at least one disk drive and at least one CDROM drive. one instance of a class is related to two or more instance of another class.. Minimum and maximum (2.” so that the minimum and maximum are one—one instance of a class is related to a single instance of another class. Your query returns only those computer systems that have two or more disk drives.. The numbers specify a minimum and a maximum range of the number of lower items connected to the top item. one instance of the class is related to at least two instances and up to four instances of another class.1. the Diskdrive is a required element in the relationship. To add additional complexity to the query. the lower item. An advanced query can include multiple items and relationships in multiple lanes.. but is now considered the top item for purpose of the example (because it is directly connected to Computer System. In our example. These numbers do not only restrict how many items are shown in the result. For example. 58 User’s Guide . you query one computer system to one disk drive. you query a computer system related to many disk drives.6.04 „ If you select Required for the relationship. Depending on the cardinality requirements. you would select “1. One-to-one For a one-to-one cardinality restriction.. Consider a relationship that connected the top item to another item in a lower layer (for example. Your query returns only those computer systems that have one and only one disk drive. This is the system default..4) If you specify a minimum and maximum (2. Your query returns computer systems with at least one disk drive.BMC Atrium CMDB 7. Restricted (2 to *) If you specify a minimum (2. the top item).4).. In addition. and the numerical condition is applied to Diskdrive. Table 2-4: Types of cardinality Cardinality type Unrestricted (1 to *) Explanation One instance of the top class is related to one or more instances of another class. Your query returns only computer systems that have between two and four hard drives. you can also set conditions on the number of related items that must be present in order for the result to be returned.*). the default Unrestricted setting is used—Computer System is the top item. the query returns only Computer Systems that are related to Diskdrives. you could apply the same logic to a third item (CDROM Drive) connected to the second item (Diskdrive). For example... Diskdrive is not the top item in the query. a Computer System related to a Diskdrive).

If you complete the loop in the query. Figure 2-16: Multiple items in query f (optional) In the Conditions tab. 2 Click Search. X To test the results of your advanced query 1 Under the Calbro Services category. Your new advanced query appears in the Query list. conditions. and relationships necessary for the advanced query. The query does not return any CIs on the attached end without that last connection. But only required links are supported in a loop. that final item is required. select the new Computer System and Diskdrive CIs query. 6 Click Save to close the Query dialog box. under the Calbro Services category. advanced queries can circle back in a loop to the item. Chapter 2 Finding BMC Atrium CMDB data 59 .Using the Query Builder to create a new query Finally. Unlike the previous simple query you created. use the drop-down lists to create relationship conditions. This advanced query returns only the one Computer System that was related to the Diskdrive. NOTE You do not need to add conditions to most relationships. none of the other Computer Systems are returned in the query. g Click Save. 5 Repeat these steps until you have added all of the classes.

6. you can create a query that uses “folding” rules to hide instances that are currently visible. you expand a business service—too much data can clutter your view. To hide CIs returned from a query. You might want to see only the direct links between servers and not the IP Endpoint CIs. Figure 2-17: New advanced query with results returned New advanced query Only one Calbro computer CIs returned in query results Computer System CI expands to show relationship to Diskdrive CI Creating queries with folding rules When you run a query in Atrium Explorer—for example. the CI automatically expands and you see that the Computer System CI is related to a Diskdrive CI.04 3 Drag the CI into the display pane. 60 User’s Guide .BMC Atrium CMDB 7. When you drag the Computer System CI into the display pane.

you can edit the CIs returned. but the data is always displayed in a popup.Using the Query Builder to create a new query Figure 2-18: Query view that uses folding rules Query view results list Query view in Atrium Explorer When you run the query that uses folding rules. The Query view is a restricted view of the CIs. As a result. If you are querying any dataset other than the BMC Asset dataset. Before you begin As test data. You cannot save a Query view. The CIs returned in the Query view are a static snapshot of the data. limited to the data returned from the query. the Query view displays the graphical results in Atrium Explorer. You cannot add parent or children CIs back to the Query view. However. you cannot create or delete CIs or relationships in the Query view. „ „ The following example shows how to create a query that displays Calbro Computer CIs that are related to operating system CIs in the Query view but “folds” the CD ROM and Disk Drive CIs. create the following CIs: „ „ Calbro_CDROMDrive_1 Calbro_OperatingSystem_1 Chapter 2 Finding BMC Atrium CMDB data 61 . the types of operations that you are allowed to perform are limited: „ You can expand the parents and children of a CI.

Figure 2-19: Query Preview 7 In the left pane. CIs. Figure 2-19 displays a preview of your query. 4 Create Component relationships with the Calbro Computer System CI. 62 User’s Guide . (optional) In the General Information tab. all three related CIs are displayed. The Computer System icon now displays a folder that indicates the three related classes have been folded in the query. 3 Drag the CDROM Drive and Operating System classes into the lane next to the Disk Drive class in the query. change the name of the query to Folded 2 Click the Editor tab. If you run this query without modification and you opened the Computer System CI inside the Query view. click the Computer System class. The other related CIs are not displayed in the Query view.BMC Atrium CMDB 7. 5 Click the Viewing Options tab to select the CI attributes for display in the query output table.04 Create Component relationships with the Calbro Computer System CI that you earlier related to the Calbro_DiskDrive_1 CI. The Query Preview pane shows that your query. if unmodified.6. When you are finished. displays only Computer System CIs. promote your changes to the Asset dataset. X To create queries with folding rules 1 Edit the advanced query that you created previously. 6 Click the Folding tab.

As shown in Figure 2-20. select the modified Folded CIs query. Figure 2-20: Creating query with folding rules 9 Click Save to close the Query dialog box. the Query Preview pane now shows that your query displays Computer System CIs that are related to Operating System CIs. The results are returned in the Query view (as shown in Figure 2-21).Using the Query Builder to create a new query 8 In the left pane. 2 Click Search. 5 Click Search. 3 Drag the CI into the display pane. The CI automatically expands and you see that the Computer System CI is related to the other three CIs. click Show Results as Query View. 4 To test the folded query. 7 Click the Computer System CI in the results list. X To test the results of your folded query 1 Under the Calbro Services category. click the Operating System class. You select rows in the list to show their graphs on the canvas. 6 (optional) Use the accordion slider bar to resize the results list and the Query view. Query view is a split-pane view with result rows listed on the left and a topology canvas on the right. Chapter 2 Finding BMC Atrium CMDB data 63 . The other CIs are folded into the Computer System CI.

2 Click the down arrow. If needed. Press the Ctrl key and then click another CI in the results list to display it.BMC Atrium CMDB 7. The hidden CIs are displayed. perform one of the following actions: Action Select one or more CIs from the results list Unfold or fold the hidden CIs Steps „ „ Click Select All to display all the CIs from the list. 4 Click the down arrow on the original CI and then choose Fold to hide the CIs. you can switch between multiple views. The yellow folder icon is a visual indication that one or more CIs have been folded into the Computer System CI.6. 64 User’s Guide . 1 Select the CI. 3 Choose Unfold.04 Only the Computer System CI and the Operating System CI are displayed in the Query view. The hidden CIs are no longer displayed. Figure 2-21: Folded query displayed in the Query view 8 In the Query view.

Business Service --> Application --> Application Infrastructure --> Software Server --> Computer System). Before you begin Create a sample service model (for example. parents of a CI in a The children and parent CIs are displayed according to their display-only popup relative layer in a popup. 2 Click the close icon to close the popup. Expand Both). You can nest folded CIs inside other folded CIs. 6 Choose Edit or Quick Edit. 3 Select a row to display the CI in the Query view. 2 Click the Editor tab and drag the CI classes into their appropriate lanes. You can also click the down arrow on the CI and then select one of the Expand options (for example. For example. Because the CI data that is returned is static. View the children and 1 Double-click the CI. and you have a more focused view with which to view the returned results. the sample query that follows folds the Computer System and Software Server classes inside the query. X To create a query with nested folding rules 1 Create a new query. promote your changes to the Asset dataset. 5 Click the down arrow. Chapter 2 Finding BMC Atrium CMDB data 65 . 4 Select the CI. 2 Search for the CI.Using the Query Builder to create a new query Action Edit CIs from the Query view Steps 1 Set the query options to the Sandbox or Sample dataset. The benefit is that the returned items are hidden if they are folded. you cannot add the CIs back into the Query view. Creating a query with nested folding rules Your query can include nested folds. When you are finished.

6 Build the nested folds: a Create the inner fold by clicking a class (for example.BMC Atrium CMDB 7. 5 Click the Folding tab. If you ran this query without further modifications. and Application Infrastructure CIs. Application. This action folds the Computer System class (indicated by the light blue box) under the Software Server class (indicated by the folder in the dark blue box). b Click outside the object tree. Computer System CIs are not displayed because they are folded (as shown in the Query Preview pane). c Create the outer fold by clicking another class (for example.6. Has Impact). Software Server). The left pane shows that you nested a fold inside a fold: „ „ Software Server is folded under Application Infrastructure Computer System is folded under Application The Query Preview pane shows that your query displays only Business Service. 66 User’s Guide . Application Infrastructure). 4 Click the Viewing Options tab.04 Figure 2-22: Adding classes to the query 3 Create relationships between the CI classes (for example.

Using the Query Builder to create a new query Figure 2-23: Building the nested fold Outer fold nests the first fold Inner fold 7 Click Save to close the Query dialog box. 4 Click the CI in the results list. The yellow folder icon on the Application Infrastructure CI is a visual indication that one or more CIs are included in the folds. 2 Click Show Results as Query View. The Business Service. 3 Click Search. The Computer System CI is displayed. The Software Server CI is displayed. Chapter 2 Finding BMC Atrium CMDB data 67 . 6 Click the Software Server CI and then select Unfold. and Application Infrastructure CIs are displayed in the Query view. 5 Click the Application Infrastructure CI and then select Unfold. X To test the results of your nested folding query 1 Select the nested folding query. It also displays a yellow folder icon. The results are returned in the Query view. Application.

6. 4 Click Save.BMC Atrium CMDB 7. Editing a query After creating a query. You can only edit queries that you have created. X To edit a query 1 Open the Query list. 2 In the Query list. For more information.04 Figure 2-24: Query with a nested fold NOTE You cannot save a Query view. including the Find section of Atrium Explorer and the Add CI dialog box of Atrium Impact Simulator. you can modify it to change the conditions defined in the query or run the query on different CI and relationship classes. a static snapshot limited to the data returned from the query. 68 User’s Guide . NOTE You cannot modify out-of-the-box queries. 3 Modify the query information and criteria as required. The main value of a Query view is that it is a restricted view of the CIs. The Query list can appear in various locations in BMC Atrium CMDB products. click Edit. see “Using the Query Builder to create a new query” on page 48.

X To configure query options 1 Open the Query list. you can create a copy of the query and run it on different CI and relationship classes. NOTE The selected dataset is not saved as part of query. X To copy a query 1 Open the Query list. you might be using the wrong dataset. The Query list can appear in various locations in BMC Atrium CMDB products. type a description of the query. 7 Click Save. click Options. The Query list can appear in various locations in BMC Atrium CMDB products. 6 Modify the query information and criteria as required. type a new name for the query. including the Find section of Atrium Explorer and the Add CI dialog box of Atrium Impact Simulator. 4 (optional) In the Category field. 3 In the Edit Query Options dialog box. see “Using the Query Builder to create a new query” on page 48. 2 In the Query list. You can create a copy of an out-of-the-box query and any queries that you have created. Check the Dataset option to make sure you are using the correct dataset. Configuring query options You can configure options that determine the default behavior of all queries. configure the following options: „ Dataset—The dataset against which queries are run. click Copy. 3 In the Query Name field. Chapter 2 Finding BMC Atrium CMDB data 69 . 2 In the Query list. but it allows you to preview the query results before saving the query. If you create a new category. For more information. type a category for the query. 5 (optional) In the Description field. including the Find section of Atrium Explorer and the Add CI dialog box of Atrium Impact Simulator. it is displayed in the Query list. NOTE If your query returns unexpected results.Copying a query Copying a query After creating a query.

Atrium Explorer opens the instance in its class form. BMC Atrium CMDB might still retrieve a smaller number of entries to optimize performance and reliability.BMC Atrium CMDB 7. 70 User’s Guide . If the number is very large. Retrieve results up to—The maximum number of instances returned in query results. Otherwise. Atrium Explorer opens the Asset view of the instance. 4 Click Search. the BMC. click an instance of the class you want to search and select Edit. if you edit a computer system CI. „ 4 Click OK. X To use BMC Remedy ITSM or BMC Remedy AR System class forms to find instances 1 In an Atrium Explorer view.04 „ Show Deleted Items—Whether instances that are marked for deletion are returned in query results. if you edit a computer system CI. 2 Click New Search to enable the Search mode of the form. For example. If no Asset view of the instance exists. „ If the BMC Remedy ITSM applications are installed (7.6. Using BMC Remedy ITSM or BMC Remedy AR System class forms to find instances An alternative to using queries is using BMC Remedy ITSM or BMC Remedy AR System class forms. „ NOTE BMC Remedy Asset Management does not have forms for all the classes in the CDM.6.CORE:BMC_ComputerSystem class form is displayed. For example.03 or later). This alternative is available for all instances present in a view. 3 (optional) Enter the search criteria in the form fields. Atrium Explorer opens the instance in its class form. or a combination of both. This method lets you find instances of the class whose form you open and instances of its subclasses. in the advanced search bar. The form displays the instances in a results list. the Computer System form (AST:ComputerSystem) is displayed.

Chapter 2 Finding BMC Atrium CMDB data 71 .Using BMC Remedy ITSM or BMC Remedy AR System class forms to find instances NOTE Another method is available to you if your BMC Remedy AR System administrator has configured the AR System Object List in the BMC Remedy Mid Tier.04 Mid Tier Guide. By opening the Object List with the following URL. all the BMC Remedy AR System forms that you are permitted to access are displayed: http://midTierServer:portNumber/arsys/forms. For more information. see the BMC Remedy Action Request System 7.6.

6.04 72 User’s Guide .BMC Atrium CMDB 7.

The following topics are provided: „ „ „ „ „ „ „ „ „ „ „ Working with related CIs (page 74) Working with layout controls to view CIs (page 82) Using the Sandbox view and dataset (page 85) Creating instances (page 88) Creating relationships between CIs (page 91) Editing instances (page 96) Deleting instances (page 98) Promoting instances (page 100) Identifying instances (page 102) Comparing CI and relationship instances (page 102) Viewing instance history (page 104) Chapter 3 Working with instances 73 .Chapter 3 Working with instances This section explains how to use the Atrium Explorer application to view and create configuration item (CI) and relationship instances. and federated data. and how to view instance history. related CIs.

You can also view CIs and their relationships in a popup. you can view CIs and their relationships as a graphical map. If the view's dataset differs from the query's dataset.BMC Atrium CMDB 7. the following message appears in the display pane: CI dataset does not match view dataset 3 Right-click in the display pane and choose View as Production to see the production instances in your environment. query for the CI that you want to view. Filters limit the instances that appear in a view. see “Finding instances using a saved query” on page 40 and “Using the Query Builder to create a new query” on page 48. X To work with CIs and relationships in the view 1 In the Find section of the Atrium Explorer navigation pane. The display pane in Atrium Explorer provides an Asset view of the BMC Asset dataset so that you can browse the production CIs and their relationships in the view. For more information about filters. For more information about finding CIs. The Asset view and only the production instances appear in the display pane. You can traverse this map from one CI to another to view relationships at all levels throughout your environment. see “Using filters to restrict which instances are displayed” on page 80. Additionally. a red X appears on the instance when you drag it and the instance is moved back to the results list. 2 Drag one or more instances from the results list to the display pane. 6 (optional) Select a filter from the Choose filter list inside the display pane. see “Working with CIs and relationships in a popup” on page 75.04 Working with related CIs In Atrium Explorer. For more information. 74 User’s Guide . 4 (optional) Click the expand arrows on a CI icon to view related CIs.6. NOTE You can drag an instance from the results list to a view only if the view's dataset is the same as the query's dataset. 5 (optional) Select an instance and view its properties in the Properties section of the navigation pane.

4 (optional) From the layout menu. You can resize the popup or move it within the display pane. The popup window lets you preview the set of expanded CIs before you decide to add them to the view. select an option (for example. Applying a different filter does not refresh the CIs displayed in the popup. as described in “Configuring instance display options in Atrium Explorer” on page 33. Chapter 3 Working with instances 75 . When you select a filter. with the original CI highlighted (as shown in Figure 3-1). To view an alternate configuration of CIs in the view. X To work with CIs and relationships in a popup 1 In the Find section of the Atrium Explorer navigation pane. you can select a different filter from the layout menu. Figure 3-1: Working with CIs in a popup Before you begin Configure Atrium Explorer to expand the graphical map to use popups. The parents and children of the CI appear in a popup window.Working with related CIs Working with CIs and relationships in a popup You can view CIs and their relationships in a popup. 2 Drag a CI from the results list to the display pane. 5 Expand the CI. query for the CI that you want to view. The new filter can affect the popup content if you close the popup and then expand the CI again to open a new popup. 3 (optional) Select a filter from the Choose filter list (shown in the left layout menu) inside the display pane. or even turn off the filter. it is applied to both the original CI and the popup view— as indicated by the red virtual relationship line between the two CIs. Hierarchic) to organize the view inside the popup.

hidden in the virtual relationship between BMC_DiskDrive and BMC_Database. Figure 3-2: Virtual relationship between two CIs Red virtual relationship line indicates CIs filtered in the view Before you begin Select a filter that hides a CI in the view. The BMC_Chassis CI. Click the red X to close the popup. double-click the relationship line (or right- click the virtual relationship line) and then select Show Hidden Objects.6.BMC Atrium CMDB 7. 76 User’s Guide . A popup window lets you view filtered CIs that are part of a virtual relationship. „ Viewing filtered CIs that are part of a virtual relationship in a popup As shown in Figure 3-2. right-click an empty spot inside the popup and then click Add to View. In Figure 3-2. a filter hides the BMC_Chassis CI and produces a virtual relationship. is now displayed in a popup (shown in Figure 3-3). the virtual relationship line between the two CIs shows that one or more intermediate CIs are removed from the view by a filter. The popup closes and the CIs displayed in the popup now appear in the view.04 6 Perform one of the following tasks: „ To add the expanded CIs shown in the popup to the original view. X To view filtered CIs that are part of a virtual relationship 1 To show the CIs hidden in the view.

BMC Atrium CMDB administrators can change the default number of instances that form an instance group. localized ways to view the instances in BMC Atrium CMDB.6. or of the most impacted servers in the network. You can show specific items by choosing Select Items to Show and clicking the appropriate check boxes in the Select to Show dialog box. see the BMC Atrium CMDB 7. 2 Click the red X to close the popup. saving. Populate the view by: „ „ „ Using an out-of-the-box query or building a new query to discover CIs Adding CIs and their relationships to the display pane Expanding the CIs Chapter 3 Working with instances 77 . Because the CIs already exist in the view—they are merely hidden by a filter—you cannot add them to the view. the display pane contains an empty BMC Asset view. When you first open Atrium Explorer. Instance groups Multiple instances of the same class are grouped in Atrium Explorer and are represented as either a folder icon (for CIs) or a circle icon (for federated instances). A number above the folder icon indicates the number of instances in the group. you might create a view of only the computer systems in one city.Working with related CIs Figure 3-3: Hidden objects from a virtual relationship displayed in a popup window Filtered CIs displayed in popup The hidden CIs in this popup are display-only. copying. or deleting views Views display CI and relationship instances in Atrium Explorer. By default. providing distinct. For example. an instance group appears in Atrium Explorer when four or more instances of a class are related to a CI. Right-click a group and choose an option to display all items in the group or select items from the group. Select and then pause your mouse pointer on a group icon to display the name of the class and the number of instances in the group. For more information about changing the instance group threshold. Creating.04 Administrator's Guide.

BMC Atrium CMDB 7.6.04

„

Removing a CI from a view by right-clicking that instance and choosing Remove From View Applying a filter to hide CIs in the view Using the Map IT resources dialog box to update the view dynamically

„ „

After you have named and saved the view for reuse, you can reopen that view at any time, without having to repopulate the display pane. All saved views appear in the Views section of the navigation pane.

NOTE
If you create a CI in a Sandbox view and you do not save the view, the CI is saved in the view's dataset. To review all the CIs and relationships in the Sandbox before you promote them, right-click in the display pane and then choose Show All Sandbox Items. All the CIs and their relationships from all Sandbox views are displayed. To open a view, select that view and then click Open. You can have many views open at once. All opened views are listed at the bottom of the display pane, where you can click a name to make that view appear. When you create a new view, you must specify whether the view is Shared or Personal. Shared views are available to everyone that logs in to Atrium Explorer. Personal views are available only to you. To save time, you can create a copy of a view that displays a set of CI and relationship instances and then modify it as needed. Finally, you can delete views as needed.

X To create and save a view
1 In Atrium Explorer, open a new view by using one of the following methods:
„

In the toolbar, click New View and then choose one of the menu items (for example, BMC Asset). In an Asset view, click the CI and then choose Edit or Quick Edit. The Asset view is converted to a new Sandbox view. For more information, see “Using the Sandbox view and dataset” on page 85.

„

2 If necessary, add instances to the display pane as described in “Working with

related CIs” on page 74.

3 In the toolbar, click Save View. 4 In the Save View As dialog box, enter the following information:
„

Name—A name for the view. Consider using a name that indicates the purpose of the view. Group—Whether the view is Shared or Personal. Description—A more detailed explanation of the purpose of the view. Consider explaining the types of instances or the main CI displayed in the view.

„ „

5 Click Save. 78 User’s Guide

Working with related CIs

X To copy a view
1 In Atrium Explorer, click the Views tab. 2 To copy a view, select that view and then click Copy. 3 In the Save View As dialog box, enter the name, group, and description. 4 Click Save.

X To delete a view.
1 In Atrium Explorer, click the Views tab. 2 Select a view from the list and then click Delete. 3 Click OK to confirm that you really want to delete the view.

The view is removed from the list.

Saving a view as an image
In Atrium Explorer, the display pane shows objects as a graphical chart. If you want to save a view of that chart for use outside of the Atrium Explorer, you can save the contents of the display pane as a png image.

X To save a view as an image
1 In the Atrium Explorer display pane, open the view that you want to save as an

image.

2 Use the zoom bar to resize the contents of the view to fit within the display pane. 3 Click Export View as Image. 4 In the Export Image dialog box, select a scale mode:
„

None—Saves the entire contents of the display pane, including areas that you must scroll to see, to a maximum size of 2880 pixels by 2880 pixels. ViewPort—Saves only the portion of the display pane that is currently visible. Fit—Scales the entire contents of the display pane to fit in the pixel parameters that you set.

„ „

5 Select the number of insets, which determines how many pixels of border

surround the saved image.

6 Select a background color for the image, and then click Export. 7 Click Save to save the image to the location of your choice.

Chapter 3 Working with instances

79

BMC Atrium CMDB 7.6.04

Using filters to restrict which instances are displayed
Atrium Explorer filters limit the instances that are visible in the current view. Use the Filters section of the navigation pane to create and modify these filters. Figure 3-4 shows the filter options available in the Filter dialog box.

NOTE
Atrium Explorer filters differ in concept from BMC Remedy AR System filters. For more information about BMC Remedy AR System filters, see the BMC Remedy Action Request System 7.6.04 Workflow Objects Guide.
Figure 3-4: Show and Hide options in the Filter dialog box

When you create a filter, you select CI and relationship classes, and then you specify whether the instances for those classes are included or excluded from the current view. If you expand a CI, any CIs that are filtered in the view are not displayed. You can include or exclude the following base classes and their subclasses:
„ „ „ „

Base Element All Related BMC_FederatedBaseElement BMC_FederatedBaseRelationship

But you can only run one filter at a time.
80 User’s Guide

7 Select the classes that are included or excluded by the filter: a From the Available Classes list. Chapter 3 Working with instances 81 . neither are shown. Personal filters are available only to you. 3 In the Filter Name field of the Filter dialog box. both are shown. select the Show deleted items check box. right-click in the Atrium Explorer display pane and then choose View as Impact Model. For example. 2 In the Filters dialog box. 5 (optional) In the Description field provide information about the purpose of the filter. b Select values for the Show the selected classes/Hide the selected classes option buttons to determine whether the selected classes are included or excluded by the filter. you can also determine whether that filter can be used by others or only by you. This filter would not allow instances of other CI and relationship classes to be displayed. NOTE The maximum number of characters that you can enter in the Filter Name field is 32. 4 Determine whether the filter is available to others by selecting either Shared Filter or Personal Filter.Working with related CIs When you select Show the selected classes. If either instance does not meet the filter criteria. you can build a filter that includes instances of the BMC_ComputerSystem and BMC_SoftwareServer CI classes. click the Manage Filters icon. click New. only classes in the Selected Classes pane are hidden. When you select Hide the selected classes. and also includes instances of the BMC_Component relationship class. 6 If you want to filter instances that are marked for deletion. and then click the right arrow to move those classes to the Selected Classes list. 8 Click OK. enter a name for the filter. Shared filters are available to everyone. NOTE Each relationship level shown in Atrium Explorer consists of a relationship and a CI. only instances in the Selected Classes pane are displayed. select one or more classes. A read-only topology view of the Impact Model appears. You can also specify whether the filter excludes instances that are marked for deletion. X To create a filter 1 In the Atrium Explorer toolbar. When you create a filter. If both instances meet the criteria of the currently selected filter. or when the filter should be applied. To view only impact relationships between CIs. such as whether it is meant to exclude certain types of instances.

These layers are customizable in the BMC_UIComponent form. the Layered view follows pre-defined best practices when displaying your service model. 3 Expand the CIs as needed. You then use the layout controls to change the layout (for example. the Layout view is set to Layered. You can add CIs to the service model in any order. you can view the CIs in the view or in a popup. and so on.BMC Atrium CMDB 7. For example.6. By default. see the BMC Atrium CMDB 7. to Hierarchic) and direction (Bottom to Top) of the instances in the display pane or to run filters. 82 User’s Guide . The view or popup is displayed again.04 X To use a filter 1 Query the CIs that you want to view in Atrium Explorer. Working with layout controls to view CIs The layout controls work together to change the topology view of the CIs in the Atrium Explorer display pane. When you can drag CI classes to the display pane—the CI automatically moves to its predefined layer. Out-of-the-box. 4 Select a filter from the Choose filter list inside the display pane. Figure 3-5: Using layout controls to view CIs (Layered view) Layout controls CIs in service model in pre-defined layers To make the graphic UI predictable. with the CI or relationship instances excluded from the view.04 Administrator's Guide. For more information on customizing layers. then Application CIs. Service CIs form the top layer. then Application CIs appear on the top. 2 Drag the CIs into the display pane.6. If there are no Service CIs.

but one of the Servers is connected through an Application Infrastructure CI. then the two Servers are aligned with the Application Infrastructure (one “hop” from the Application). In a Hierarchic view. Chapter 3 Working with instances 83 . with the Application Infrastructure CI between them and the Application (as shown in Figure 3-5 on page 82). „ Layered—Uses BMC best practices to organize the view in horizontal layers according to the type of CI. with space between groups.Working with layout controls to view CIs You can apply any of the following layout options to the CIs (for example. Figure 3-5 shows the results of applying a filter—it has hidden one or more intermediate CIs in the view. which limits the CIs that are visible in the current view or in a popup. you can also specify the direction of the CIs in the display pane: „ „ „ „ Top to bottom (default) Bottom to top Left to right Right to left Run Layout button If you have added new CIs to a view. „ „ „ Orthogonal—Arranges CIs in a compact format. The Layered arrangement ignores relationships for determining vertical positioning. then all three Servers are aligned on the same layer. Table 3-1: Layout control options Layout control menu or button Choose filter Description Applies a saved filter. Top to Bottom Specifies the direction of the CIs. CIs of the same type are aligned even if there is a different number of connections from each CI of the same type to a common CI in a higher layer. based on your layout selection. Circular—Groups related CIs in circles to help you visualize how the groups are related. Organic—Groups instances according to their relationship with each other. relative to other CI types. if three Software Servers are connected to an Application but one of the Servers is connected through an Application Infrastructure CI. In a Layered view. „ Hierarchic—Organizes the CIs in the view according to the hierarchy of the classes in the data model. and one Server would be below them (as shown in Figure 3-6 on page 84). if three Software Servers are connected to an Application. click Run Layout in the view to reorganize the view according to the selected layout. If you choose the Layered or Hierarchic layout option. The horizontal positioning adjusts in the view for the best relationship placement. in the Sandbox or BMC Asset views). The red dashed line indicates the virtual relationships between the CIs. See “Using filters to restrict which instances are displayed” on page 80 for more information. Layered Specifies the layout of the CIs.

4 Select a filter from the Choose filter menu inside the display pane. 3 Expand the CI. or even turn off the filter.04 Before you begin Review how to use queries and filters: „ „ “Finding BMC Atrium CMDB data” on page 35 “Using filters to restrict which instances are displayed” on page 80 X To work with layout controls to view CIs 1 In the Find section of the Atrium Explorer navigation pane. To view an alternate configuration of CIs in the view. Figure 3-6: Hierarchic layout (Bottom to Top) 6 Use the Top to Bottom menu to specify the direction of the CIs (for example. Hierarchic) of the CIs. Bottom to Top) if you choose the Layered or Hierarchic layout option. 2 Drag the CI from the results list to the display pane. 5 Specify the layout (for example. 7 If you add new CIs to a view. according to the selected layout. click Run Layout in the view to reorganize the view 84 User’s Guide .6. you can select a different filter from the layout menu. query for the CI that you want to view.BMC Atrium CMDB 7.

Only new or edited CIs are present in the Sandbox view—all other CIs exist in the production dataset. this safety mechanism prevents them from editing instances directly used in the production. Chapter 3 Working with instances 85 . The Sandbox acts as a temporary staging area before promoting your changes to the production BMC Asset dataset. The Sandbox dataset is an overlay dataset for the BMC Asset dataset and allows you to make changes in a separate partition without changing the production data and without duplicating the entire dataset. so that multiple users can edit CIs from the production dataset without interfering with each other. You cannot directly edit data in the production dataset. Because users have their own Sandbox. When you click an instance in the display pane and select Edit or Quick Edit. You must use the Sandbox. you take advantage of a safety mechanism that prevents unintended changes to your production data. You must work in the Sandbox view instead of the BMC Asset view when you are making changes to CIs. Figure 3-7: Sandbox view and dataset BMC Atrium CMDB automatically creates a personal Sandbox for every user. This makes sure that your edits are reconciled and the production dataset continues to accurately represent your environment.Using the Sandbox view and dataset Using the Sandbox view and dataset By using a Sandbox dataset to edit CIs. you are prompted to convert the BMC Asset view into a Sandbox view.

Allen cannot directly create. To view only the production instances. see “Promoting changes to CIs to the BMC Asset dataset from the Sandbox” on page 88. edit.BMC Atrium CMDB 7. You can create multiple views of the Sandbox dataset. Only the Reconciliation Engine can update the production BMC Asset dataset. all of your CI changes are promoted. Unless these CIs have the pencil or star icon next to them. and then promote his changes back to the Asset dataset. right-click inside the Sandbox view and then choose View as Production. the Sandbox (and the instances contained in it) that belongs to Allen Allbrook at Calbro Services is different from the Sandbox that belongs to Mary Mann. NOTE If you create a CI in a Sandbox view and you do not save the view. You might see multiple computer instances in the new Sandbox view. If you create new relationship instances between them. your new change overwrites it. all instances in Sandbox views are unavailable. For more information. 86 User’s Guide . he would query for a CI. Atrium Explorer notifies you that a promotion is already running.6. which is reserved for production use. Instead. the relationships (indicated by the star icon) are part of the Sandbox overlay dataset but the computer CIs are not. the CI is still created in the Sandbox dataset. When you click Promote Sandbox Changes. you promote your changes to the production dataset. edit the CI. If you make a change that conflicts with a previous change. A reconciliation job reconciles your changes with the production instances in the BMC Asset dataset. Only one promotion can be running at any time for all the Sandbox users in BMC Atrium CMDB. drag it to his Sandbox. The Asset view and only the production instances appear in the display pane. All changes you make in a Sandbox dataset are saved in the Sandbox dataset until you decide to promote those changes to the BMC Asset dataset by clicking the Promote Sandbox Changes button in the toolbar. For example. The Reconciliation Engine includes out-of-the-box rules to promote your changes from the Sandbox to the production dataset. If you then run a promotion. or delete CIs in the BMC Asset dataset. If another user has started a promotion. only the relationship instances are reconciled into the Asset dataset. Your edits in the Sandbox dataset are immediate. any views with Sandbox instances that have been promoted now contain the production instances from the BMC Asset dataset. After the promotion has completed.04 After you finish editing instances in your Sandbox. While the promotion is running. they are production instances (and therefore exist in the BMC Asset dataset).

see “Display pane actions” on page 26. the Sandbox). For example. 5 Click OK. or deleting instances. 2 Use the Find pane to query for instances that you want to edit. All the CIs and their relationships from all your personal Sandbox views are displayed. Just because an instance appears in the Sandbox view does not mean that it exists in the Sandbox dataset—you can see both Production and Sandbox CIs in the same Sandbox view. For a complete list of actions you can perform inside the Sandbox. only CIs that have been edited are promoted from the Sandbox dataset to the Asset dataset. 3 Select the instances and drag them to the Sandbox view. the Quick Edit action does not copy a Production CI into your Sandbox dataset until you actually save edits to it. 4 Click the selected instances and select Edit or Quick Edit. For example. Before you begin If you determine that you need to edit instances in the BMC Asset dataset.Using the Sandbox view and dataset Best practice You should review the changes that you make to your Sandbox. X To use the Sandbox view and dataset 1 In Atrium Explorer. right-click the instance in the Sandbox view and choose Discard Changes. Chapter 3 Working with instances 87 . If the Sandbox includes CIs that you do not want to promote. editing. Understanding how the Sandbox view and dataset works is important when creating. you might have saved work in several Sandbox views over the course of many days. copy those instances to a new Sandbox view and perform the required modifications to the instances. The CI is removed from the Sandbox. open a new or existing view for an editable dataset (for example. You can drag Production and Sandbox instances into the Sandbox view. In addition. Right-click in the display pane and then choose Show All Sandbox Items. The production instances are automatically copied to the Sandbox view as edit actions require. so that you do not accidentally promote CIs to the production BMC Asset dataset. You can review all the CIs and relationships in the Sandbox before you promote them.

remember to populate key attributes with appropriate values so that the CI can be identified against discovery data. such as BMC Atrium Discovery and Dependency Mapping. the values set by BMC Remedy Asset Management will not be changed. most CIs are created by discovery applications. However. Best practice If you manually create CIs in the CMDB. But when you promote the changes to the BMC Asset dataset. To add new CIs in the BMC Asset dataset.04 Promoting changes to CIs to the BMC Asset dataset from the Sandbox In the BMC Asset dataset. the attributes to populate. and the format of attribute values. This applies to all attributes for CIs that are created manually in the BMC Remedy Asset Management application. including the classes to populate. Remember that the Promote Sandbox Changes button works only with the Sandbox dataset. you must create the CIs in your Sandbox dataset and promote them. when using Atrium Explorer (or the topology viewer accessed from BMC Remedy IT Service Management suite). Creating instances In BMC Atrium CMDB. lowering the settings to the same level as the personal Sandbox). You should define conventions for manually creating CIs. and you do not want to wait until the next scheduled discovery process to include that CI in BMC Atrium CMDB. values for CI attributes set in BMC Remedy Asset Management take precedence over Atrium Explorer changes to those CIs.ASSET. use Asset forms to modify these values directly in BMC Remedy Asset Management.SANDBOX can affect Asset integrity.BMC Atrium CMDB 7.6. 88 User’s Guide . For example. Atrium Explorer accepts your changes in the Sandbox dataset. you should carefully evaluate these changes. you might have installed a new computer system. which is reserved for production use. NOTE You cannot directly create CIs in the BMC Asset dataset. As a result. Promoting changes to CIs from the Sandbox to the Asset dataset only works for: „ „ CIs that were created outside BMC Remedy Asset Management Attribute values that were never set or modified by the CI editor forms in BMC Remedy Asset Management Modifying the Merge Precedence set for BMC. Instead. Before modifying the default behavior (for example. you cannot make changes in the BMC Asset dataset to values for CI attributes that were edited or set first by BMC Remedy Asset Management. you can use Atrium Explorer to create CIs manually.

see BMC Atrium CMDB 7.CORE namespace. 2 From the Classes section of the navigation pane. Chapter 3 Working with instances 89 . When you drag a CI class to a BMC Asset view. see the BMC Atrium CMDB 7. If you do not know the namespace for the class that you are instantiating.Creating instances For example. The classes provided with BMC Atrium CMDB in the Common Data Model (such as BMC_ComputerSystem) reside in the BMC.04 Data Model Help.6. X To create a CI 1 In Atrium Explorer. drag a CI class to the display pane. For more information about classes. NOTE You cannot directly create a CI in the BMC ASSET view. the Sandbox). contact a BMC Atrium CMDB administrator. Manually-created Computer System CIs must populate the HostName and Domain. open a new or existing view for an editable dataset (for example. For more information about roles. as should the classes that you create.04 Administrator's Guide. you must know both the name of the class that you are instantiating and the namespace in which it resides. your company's conventions for manually creating CIs might include the following: „ Calbro only manually creates Computer System CIs. „ Before you begin Before you create an instance. Follow the instructions in the dialog box to create the CI in an open Sandbox view. NOTE You must be a member of a group with either the CMDB Data Change role or the CMDB Data Change All role to create instances in BMC Atrium CMDB. you are prompted to convert the view to a Sandbox view. Calbro never manually creates CIs for components such as Operating System or Diskdrive. or they must populate the Serial Number as configured on the Computer System.6. Classes provided with other integrating BMC Software products reside in other namespaces.

Atrium Explorer opens the Asset view of the instance.6. The number is incremented by one for each additional CI that is created from the same class. 4 Specify the following required attributes: Name Short Description The name of the instance. NOTE When you drag a CI class to a new view. if you edit a computer system CI. and create another CI of the same class.03 or later).04 A new CI of the selected type is created in the Sandbox dataset (indicated by the star icon). Atrium Explorer opens the instance in its class form. the second CI is created with BMC_ComputerSystem_2 as its name. the Computer System form (AST:ComputerSystem) is displayed. For example. if you drag the BMC_ComputerSystem class to a new view. WARNING Do not edit values for the InstanceId and ReconciliationIdentity attributes. 3 Click the icon representing the CI. If no Asset view of the instance exists. BMC Atrium CMDB creates values for these attributes automatically when you save the instance. Otherwise. Atrium Explorer opens the instance in its class form. „ If the BMC Remedy ITSM applications are installed (7. the third CI of this class is created and its name is a combination of the class name and the number one.CORE:BMC_ComputerSystem class form is displayed. the CI is created and its name is a combination of the class name and the number one. For example.BMC Atrium CMDB 7. For example.6. 90 User’s Guide . reopen it. The numbering is reset when you close and reopen the Atrium Explorer. open the same view. and workflow requires that these values remain unchanged. open the same view. the first CI is created with BMC_ComputerSystem_1 as its name. However. Now. the third CI is created with BMC_ComputerSystem_1 as its name. if you close Atrium Explorer. and create another CI of the BMC_ComputerSystem class. if you close Atrium Explorer. and select Edit. if you edit a computer system CI. When you create a second CI of the BMC_ComputerSystem class. the BMC. A description of the instance. „ NOTE BMC Remedy Asset Management does not have forms for all the classes in the CDM. reopen it.

For more information about permissions in BMC Atrium CMDB. the star icon next to the CI does not change to a pencil icon in the Sandbox view. or Custom tabs. 8 Click Close. Creating relationships between CIs In BMC Atrium CMDB. such as BMC Atrium Discovery and Dependency Mapping. you can add the isVirtual attribute to the list of tooltip attributes for that class. see the BMC Atrium CMDB 7. you can use the Atrium Explorer to create relationships manually between CIs. NOTE If you assign the Yes value to the isVirtual attribute in the Custom tab of a CI created from a BMC class. you might enhance your service model by relating business service CIs to physical CIs. Because no corresponding CI exists in the BMC Asset dataset until after you promote the new CI.Creating relationships between CIs 5 (optional) Specify access control for this instance by using the following attributes: CMDBRowLevelSecurity CMDBWriteSecurity The groups and roles that have permission to view this instance. most relationships between CIs are created in bulk discovery applications. Chapter 3 Working with instances 91 .6.04 Administrator's Guide.04 Administrator's Guide. 9 If you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset. 6 (optional) Specify additional attribute values for the instance in the General. You might also create relationships between CIs that were created manually through the Atrium Explorer. For example. However. For more information about the class attributes. see “Promoting instances” on page 100. For more information about defining tooltips for a class.04 Data Model Help. The brown rectangle enables you to quickly identify CIs running as virtual machines. click Promote Sandbox Changes in the toolbar. see the BMC Atrium CMDB 7. If you add the isVirtual attribute to a CI of a custom class.6. For more information. 7 Click Save. Atrium Explorer displays the CI’s icon enclosed in a brown rectangle. see the BMC Atrium CMDB 7. The groups and roles that have permission to modify or delete this instance. Specifications.6.

which shows recommended relationship classes and all possible relationship classes for a CI class. Which CI is the source member and which is the destination member of the relationship. use the Promote Sandbox Changes button to merge the changes into the BMC Asset dataset. a database server or computer CI that supports the technical service) is unavailable. You can create an impact relationship between two CI instances in Atrium Explorer. which is reserved for production use. edit the source and destination CIs in the Sandbox dataset and then create a relationship between them in the Sandbox dataset. make sure you decide on the following points: „ Which relationship class you want to use to relate the two CIs. if the source CI (for example. „ For information about which CI classes can be related by a relationship class and which is the source or destination member.6. see the More Information tab of the Class Manager component of BMC Atrium CMDB. Then. For more information about Class Manager. For more information about classes. 92 User’s Guide . To create a relationship in the BMC Asset dataset.BMC Atrium CMDB 7.04 Administrator's Guide.04 NOTE You cannot directly create relationships in the BMC Asset dataset. In an impact relationship. see the BMC Atrium CMDB 7. then the technical service is impacted in some way.04 Data Model Help. see BMC Atrium CMDB 7.6. The classes available to you depend on the class of each CI.6. Figure 3-8: Creating impact relationships between CIs Before you relate two instances.

3 Add the CIs that you want to relate to the view. 5 Select a relationship type from the Choose Relationship Type list (for example. Component).04 Data Modeling Guide. you can select Impact Relationship as a “short cut” relationship type. 4 In the toolbar. see Table 3-2 on page 95. NOTE When you create CI and relationship instances. If you do not follow these best practices while creating CI and relationship instances. BMC recommends that you follow the best practices outlined in the BMC Atrium CMDB 7. The Impact Relationship type sets the HasImpact attribute to Yes in the BMC_BaseRelationship class. 2 In the toolbar. Chapter 3 Working with instances 93 . The out-of-the-box queries assume that CI and relationship instances have been created following the best-practice guidelines in this guide. X To create a relationship 1 In Atrium Explorer. open a new or existing view for an editable dataset.Creating relationships between CIs NOTE You must be a member of a group with either the CMDB Data Change role or the CMDB Data Change All role to create instances in BMC Atrium CMDB. For more information.6. For more information about roles. click Create Relationship Mode to turn on the create relationship mode.6. and not as a table. the out-of-the-box queries might ignore these instances while displaying the results list. see the BMC Atrium CMDB 7. click Topology View to make sure that the view is displayed as a topology. NOTE To create a generic relationship that has impact. See “Working with related CIs” on page 74 for more information.04 Administrator's Guide.

For more information. For example. This is a visual indication to you that they exist in the Sandbox view only as copies of corresponding CIs from the BMC Asset dataset. if you are creating an instance of the BMC. In addition. the BMC. they do not exist in the Sandbox dataset. click and drag the relationship line from the source CI to the destination CI.CORE:BMC_Component class. and then select Edit. the pencil icon). verify the information for the source and destination CIs.BMC Atrium CMDB 7. NOTE The two CIs shown in Figure 3-9 do not display a special status icon (for example. 7 Click Create Relationship Mode to turn off the create relationship mode. the purple arrow icon indicates the direction of the impact relationship from the source CI to the destination CI. The selected class form appears in a new window. 94 User’s Guide . 9 On the Relationship tab of the class form. A relationship instance is created between the CIs.04 6 In the display pane.6.CORE:BMC_Component form appears. 8 Right-click the relationship line. and then release the mouse button. see “Using the Sandbox view and dataset” on page 85. Figure 3-9: Creating a new relationship with two CIs The star icon displayed between the CIs indicates that you created a new Component relationship in the Sandbox dataset.

For more information about the class attributes. For example. For more information about permissions. Yes specifies that the relationship instance has impact characteristics that are defined and active. see the BMC Atrium CMDB 7. For more information about permissions.04 Classes. For example.6. BMC Atrium CMDB creates values for these attributes automatically when you save the instance. and workflow requires that these values remain unchanged.6. When populating the Name attribute of relationships. the default value is Source-Destination. You can set the attribute to: „ „ „ „ CMDBWriteSecurity (General tab) HasImpact (Custom tab) ImpactDirection (Custom tab) Source-Destination Destination-Source Other Unknown For impact relationship instances. the name of the relationship should be SERVICEDELIVEREDBY.04 Administrator's Guide. use only the values in the Relationship Normalization table of Mapping Your Data to BMC Atrium CMDB 7.Creating relationships between CIs 10 Specify the following attributes (as needed): Table 3-2: Relationship attributes Attribute Name Description The name of the new instance. These values make your data compatible with future versions of BMC Software products and future products will enforce these values.6.04 Data Model Help. CMDBRowLevelSecurity (General tab) The groups and roles that have permission to view this instance. Specifications. WARNING Do not edit values for the InstanceId and ReconciliationIdentity attributes. For more information about manually creating impact models of services.6. or Custom tabs. when you are creating a Dependency relationship where a Business Service is dependent on another CI. see the BMC Atrium CMDB 7.04 Administrator's Guide. The groups and roles that have permission to modify or delete this instance. so that you can model the impact to the business service if a particular provider is unavailable. 11 (optional) Specify additional details for the instance in the General. Chapter 3 Working with instances 95 . see the BMC Atrium CMDB 7. Specifies the Impact direction.6. you can increase the ImpactWeight to 400.04 Administrator's Guide. see the BMC Atrium CMDB 7.

13 Click Close. 15 If you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset. open a view for an editable dataset (for example. For more information.6. you can also edit instances manually. see “Promoting instances” on page 100. 14 Refresh the view in Atrium Explorer. the impact relationship and its direction are indicated by the purple arrow. You can query for instances as described in “Using the Query Builder to create a new query” on page 48. 96 User’s Guide . click Promote Sandbox Changes in the toolbar. and reconciliation processes have completed. If you set the HasImpact and ImpactDirection attributes. copying.BMC Atrium CMDB 7. or deleting views” on page 77. When you click an instance in the display pane and select Edit or Quick Edit. However. For example. Because no corresponding relationship exists in the BMC Asset dataset until after you promote the new relationship. the BMC Asset view is converted into a Sandbox view. which is reserved for production use. the star icon next to the relationship does not change to a pencil icon in the Sandbox view. 2 Add the instances that you want to edit to the view. Editing instances Usually. the Sandbox). see “Using the Sandbox view and dataset” on page 85. This is a visual indication to you that they exist in the Sandbox view only as copies of corresponding CIs from the BMC Asset dataset. NOTE You cannot directly edit instances in the BMC Asset dataset. you might want to update the instance for that CI in BMC Atrium CMDB to show the new owner. if you reassign a computer system to a new employee. the pencil icon). CIs from the Production dataset added to the Sandbox do not display a special status icon (for example. X To edit instances 1 In Atrium Explorer. normalization.04 12 Click Save. For more information. or you can open an existing view containing the instances you want to edit as described in “Creating. they do not exist in the Sandbox dataset. changes to CIs and their relationships are reflected in BMC Atrium CMDB instances automatically after discovery. saving.

The pencil icon next to the instance indicates the CI has been edited in the Sandbox dataset while a corresponding copy of the CI exists in the BMC Asset dataset. if you edit a computer system CI. the instance appears in its class form. Chapter 3 Working with instances 97 . the BMC. 3 Click OK.6. the Computer System form (AST:ComputerSystem) is displayed. see the BMC Atrium CMDB 7. „ Otherwise. perform one of the following actions: Action Steps Perform a quick edit 1 Click an instance and select Quick Edit. For example. „ HasImpact—Select Yes.Editing instances 3 In the display pane. the Asset view of the instance appears. The pencil icon next to the instance indicates the CI has been edited in the Sandbox dataset while a corresponding copy of the CI exists in the BMC Asset dataset (even if you cancel the Edit action). Source-Destination or Destination-Source). the pencil icon does not appear next to the instance.6. if you edit a computer system CI. „ ImpactDirection—Select the direction (for example. 3 Click OK. you can perform a quick edit of the name and short description. update the following attributes: „ Short Description—Type a description of the relationship. and then manually restore the changes. Edit attributes 1 Click an instance and select Edit. enter new values and then click OK. of common attributes Quick Edit temporarily copies the instance to the Sandbox view but it is not yet in the actual dataset. For example.04 Administrator's Guide. If you cancel the Quick Edit action. Administrators can configure different attributes to appear. By default.03 or later). For more information about configuring the attributes available for quick editing.CORE:BMC_ComputerSystem class form is displayed. 2 Modify the attribute values as needed. the instance then becomes part of the Sandbox dataset. Edit immediately copies the instance to the Sandbox view and dataset. and then click Save. If the BMC Remedy ITSM applications are installed (7. You must open the instance in the Asset or class form. 2 In the dialog box. „ You cannot revert your edits inside the Sandbox view. Adding impact to relationship instances 2 In the Quick Editor. After you edit the instance. The purple arrow icon now displays the direction of the impact relationship from the source CI to the destination CI. 1 Double-click a relationship instance.

6. Figure 3-10: Deleting CI and relationships Deleting the Computer System CI deletes the two relationships to the Operating System and the Monitor. 98 User’s Guide . or soft deleted. 4 If you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset. see “Promoting instances” on page 100. BMC Atrium CMDB workflow requires that these values remain unchanged. But by default. deleting the computer CI deletes the two relationships to the operating system and the monitor. use the Promote Sandbox Changes button to merge the changes into the BMC Asset dataset. run a reconciliation job with the Purge activity to physically delete only instances that have been marked as deleted. and appears in the view with the Deleted icon. which is reserved for production use. deleting the source CI does not delete the destination CIs. click Promote Sandbox Changes in the toolbar. You then can delete it in the Sandbox dataset. When you run a promotion. After the changes are merged. you must first convert the Asset view to a Sandbox view. To delete an instance in the BMC Asset dataset.BMC Atrium CMDB 7. The instance is marked as deleted.04 WARNING Do not edit the InstanceId and ReconciliationIdentity attributes. all relationships associated with that CI are also deleted.6. or soft deleted. For more information about the Purge activity.04 Normalization and Reconciliation Guide. Then. Deleting instances When you manually delete a CI from the database in Atrium Explorer. For more information. but not the CIs NOTE You cannot directly delete instances in the BMC Asset dataset. see the BMC Atrium CMDB 7.

04 Concepts and Planning Guide. if Cascade Delete is enabled for the relationships. and then select Delete from Database. Administrators can only enable Cascade Delete in relationship classes that follow weak relationships. For more information about reconciliation jobs. click the CI.Deleting instances However. However. see the BMC Atrium Core 7. or deleting views” on page 77. Reconciliation jobs should automatically purge instances from BMC Atrium CMDB when the CIs that those instances represent are deleted from their dataset. or soft deleted. The instance is marked as deleted. the destination CI of the relationship and all destinations of relationships below it are deleted when the source CI is deleted. X To delete instances 1 In Atrium Explorer. If reconciliation jobs miss an instance that should be deleted. and appears in the view with the Deleted icon. NOTE Chapter 3 Working with instances 99 . 4 Click the selected instances and select Delete from Database. For more information about cascading delete. a CI related to a change request in BMC Remedy Change Management—the CI status is automatically propagated to the consuming applications. the Sandbox). If you use Atrium Explorer to delete an underlying CI related to BMC Remedy IT Service Management records—for example. see the BMC Atrium CMDB 7. The Delete from Database command determines whether the selected instance should be marked as deleted (soft deleted) or deleted from the dataset (hard deleted). When you delete a source CI of a Cascade Delete relationship. deleting a source CI cascades down to destination CIs. click OK. if you are working in a BMC Asset view that has been converted to a new Sandbox view.04 Normalization and Reconciliation Guide. if you create a CI in the Sandbox view. open a view for an editable dataset (for example. the CI is marked as deleted (soft deleted) and appears in the view with the Deleted icon. and you click the CI and then you select Delete from Database. 5 In the confirmation dialog box. You do not need to clean up broken CI relationships and associations in consuming BMC Software applications. or you can open an existing view containing the instances you want to edit as described in “Creating.6. you can delete that instance manually through the Atrium Explorer. For example. the CI is deleted from the Sandbox dataset (hard deleted) and removed from the view. saving. select one or more instances you want to delete. copying. or that follow 1-to-1 or 1-to-many cardinality. 3 In the display pane. 2 Add the instances that you want to delete to the view.6. You can query for instances as described in “Using the Query Builder to create a new query” on page 48.

04 Normalization and Reconciliation Guide. NOTE In the Sandbox dataset. when you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset. see “Promoting instances” on page 100.BMC Atrium CMDB 7. X To run a promotion 1 In Atrium Explorer.04 6 If you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset. filter which instances to view. For more information. Promoting instances After you create new instances. 2 In the Promotion Preview Dialog. click Promote Sandbox Changes in the toolbar. Figure 3-11: Promotion Preview Dialog 100 User’s Guide . click Promote Sandbox Changes in the toolbar. For more information. your changes to the attribute are not promoted.6.6. if you make changes to an attribute and another dataset with higher merge precedence has provided a value for this attribute. see the BMC Atrium Core 7. you must promote those changes to the production BMC Asset dataset.04 Concepts and Planning Guide and the BMC Atrium CMDB 7.6. The Promote Sandbox Changes button works only with the Sandbox dataset. modify instances. or delete instances in the Sandbox dataset.

3 Filter which actions to view.csv format that lists important CI and relationship details during promotion. Chapter 3 Working with instances 101 . Show > CIs and Relationships Show > CIs Show > Relationships Shows all the instances to be promoted. You can easily compare instance values in the Sandbox dataset with values in the BMC Asset dataset. see “Deleting instances” on page 98. However. 5 Click Create Report to generate a report in . the CI is deleted and does not appear in the Promotion Preview Dialog. choose from the following actions: Show > All Attributes Show > Edited Attributes Compares all attribute values of an instance. click the CI and select Edit. Shows only the newly created instances. Compares only those attribute values that have changed. 6 When you are finished viewing the instances and actions. These instances exist only in the Sandbox dataset. Show > All Actions Show > New Show > Changed Show > Deleted Shows all the instances to be promoted. For more information. a Select an instance in the left pane to see its details on the right pane.Promoting instances The Promotion Preview Dialog enables you to view details of CI and relationship instances before you promote them to the BMC Asset dataset. click Promotion to promote these instances to the BMC Asset dataset. Shows only the instances that have been changed. Shows only the instances that have been deleted. Shows only the relationship instances to be promoted NOTE If you create a CI in the Sandbox dataset. These instances have been promoted previously but require changes before being promoted again. 4 Filter which attributes are displayed in the left pane. Shows only the CI instances to be promoted. and set the MarkAsDeleted attribute to Yes. the CI appears in the Promotion Preview Dialog as a newly created CI. if you delete the CI by clicking the CI and selecting Delete from Database. Marked as deleted in the BMC Asset dataset is set to false and Marked as deleted in the Sandbox dataset is set to true. b To compare the attribute values of the current selection between the Sandbox and BMC Asset. or click Cancel.

6. the status icons (for example. For more information about identifying instances. Identifying instances You can manually identify instances that were not identified automatically as part of a reconciliation job. Comparing CI and relationship instances At any given time.04 Normalization and Reconciliation Guide. These instances normally reside in different datasets. 102 User’s Guide .BMC Atrium CMDB 7. The two instances should not represent the same physical entity.04 After the Promotion run. see the BMC Atrium CMDB 7. Figure 3-12: Comparing instances in Atrium Explorer You can use Atrium Explorer to perform the following CI comparison tasks: „ „ Compare two instances within a single dataset or from two different datasets. BMC Atrium CMDB can contain more than one instance that represents the same real-world CI. the star that indicates a new CI) are no longer displayed next to the instances in Atrium Explorer. This is a visual indication to you that the instances exist only in the Sandbox view but not in the Sandbox dataset. Compare two different CIs within a single dataset by selecting both of them and clicking Compare Instances.6.

3 Click and then choose Compare Instances. query for the instances that you want to compare from the first dataset. edit the query options to include a different dataset (for example. you can compare instances to determine which instance to delete. 5 Drag an instance from the results list to the results table. Chapter 3 Working with instances 103 . The results table lists the attributes and values for the first instance. 3 Perform one of the following comparison methods: Table 3-3: Comparing instances Action Using the Compare Instances button Using the display pane Steps 1 Select an instance from the results list. The differences between the two instances are displayed in the Compare Instances view in a results table. the Sandbox). X To compare Sandbox instances with the BMC Asset dataset You can compare Sandbox instances with the BMC Asset dataset. „ 7 To compare other instances from the same dataset. to verify if the CIs in the Sandbox and the Asset datasets match. if you suspect that two instances in the same dataset represent the same real-world CI.Comparing CI and relationship instances „ „ Compare two relationship instances. the Sandbox). drag and drop instances from the query results list into the header table of the Compare Instances view. The results tables lists the new comparison results. Choose Show > All attributes to display all the CI attributes in the results table. 2 Open a new or existing view for an editable dataset (for example. 6 To view the attribute values. 3 In the Find tab. for example. For example. Create a report (in . filter the results displayed in the Show field: „ Choose Show > Differences only (the default) to display only the CI attributes that are different in the results table. 2 Click Compare Instances in the Find tab toolbar. 2 In the Find section of the Atrium Explorer navigation pane. 1 Open Atrium Explorer.csv format) that compares CI details. 2 Select an instance that you want to compare. The results table now displays the attributes and values for both instances. 4 Reset the query options and then query for instances from a second dataset. X To compare instances 1 Open Atrium Explorer. 1 Drag instances from the results list to the display pane. The Compare Instances view appears as a results table in the display pane.

X To create an instance comparison report You can create a report (in . Copy. The Instance History is no longer available after you delete a CI in Atrium Explorer. 2 Click Create Report. click Table View to see the instances as rows in a table. 8 Right-click an instance from the row and then choose Compare Against Asset Version.csv format) that provides the comparison details about the instances. or Audit & Copy). The Compare Instances view appears. 104 User’s Guide . 6 Edit the instances as needed. 1 Perform a comparison between two instances. NOTE Before you begin You can view history only for classes that have auditing enabled and that have at least one attribute with an Audit Option other than None (for example. Audit. 5 Drag and drop instances from the query results list into the Sandbox. By default.BMC Atrium CMDB 7. 5 Open the report and view the details for the CI attributes. 4 Save the report in . Viewing instance history You can view the audit history of an instance so that you can track all the changes made to that instance. the results table displays the different values between the Sandbox and BMC Asset instances. but are displayed the same way in the Instance History. The two types of auditing used when modifying a class— Copy or Log—save different information about audited instances.csv format. 3 Select the location to create the report. 7 In the toolbar.6.04 4 Perform a new search.

The Instance History window then provides the history of the instance.6.04 Concepts and Planning Guide and the BMC Atrium CMDB 7.04 Administrator's Guide. Chapter 3 Working with instances 105 . 2 Drag instances from the results list to the display pane. 2 Click the Find tab. X To view instance history 1 Open Atrium Explorer. 3 Perform one of the following methods to open the Instance History window: Table 3-4: Opening the Instance History window Action Using the View History icon in the Find tab toolbar Using the display pane Steps 1 Search for a CI.6.Viewing instance history Figure 3-13: Instance history in Atrium Explorer For more information about the audit feature. The main section lists essential information (for example. sorted by the date of the audit. 1 Search for a CI. 2 Select an instance from the results list. and so on) about the audit. 3 (optional) Edit the instance as needed. 5 Click the CI menu arrow and then select View History. 4 Select the instance in the display pane. see the BMC Atrium Core 7. Action. 3 Click the View History icon in the Find tab toolbar. Submitter.

BMC Atrium CMDB 7.6.04 4 Select a record in the table to view more details about the history.

The Instance History window displays the results of the three different audit attributes—Audit, Copy, and Audit & Copy—in various ways.
„

The Changed Attribute Information section lists all the attributes that are Audit or Audit & Copy enabled and were changed. The Additional Attribute Information section lists attributes that are Copy enabled.

„

Table 3-5 shows the settings in the audit life cycle when you create or modify a computer system CI.
Table 3-5: Audit life cycle of a sample instance Operation Audit attribute (Domain) NULL Copy attribute (Hostname) CALBRO1 Audit & Copy attribute (Workgroup) NULL Audit triggered? Yes Additional Changed attribute attribute written written to Instance History Hostname— CALBRO1
„

Create

„

Domain— NULL Workgroup— NULL

Modify

calbro.com

CALBRO1

NULL

Yes

„

„

Hostname— CALBRO1 Workgroup— NULL

Domain— calbro.com

Modify attribute not enabled for audit (for example, Category) Modify Delete

calbro.com

CALBRO-SJ

NULL

No

Not applicable

Not applicable

calbro.com Not available

CALBRO-SJ Not available

IDD Not available

Yes Yes

Hostname— CALBRO-SJ Not applicable

Workgroup—IDD Not available

CMDB.DefaultAuditLog form. 5 Click Create Report.

For a different view of the audit history, you can review the

6 Select the location to create the report. 7 Save the report in .csv format. 8 Open the report and view the audit history for the CI.

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4

Simulating the impact of changes to CIs
This section describes how to use the Atrium Impact Simulator component of BMC Atrium CMDB to determine how a change to the availability of a configuration item (CI) will affect other CIs. For example, you could run a simulation in Atrium Impact Simulator to learn what business services would be affected if you were to take a server offline. You might also use Atrium Impact Simulator to plan for disaster recovery. You can run simulations to determine where the network is weakest, and plan accordingly. The following topics are provided:
„ „

„ „ „ „ „ „ „ „ „

Atrium Impact Simulator example (with Calbro Services) (page 108) Using Atrium Impact Simulator with and without BMC Service Impact Manager (page 108) Impact states in Atrium Impact Simulator (page 109) Atrium Impact Simulator interface (page 110) Running an impact simulation (page 113) Viewing CI impact from other BMC applications (page 115) Loading a saved impact simulation (page 115) Comparing impact simulations (page 116) Running a report of simulation results (page 117) Running a quick impact simulation (page 118) Opening a related change (page 119)

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Atrium Impact Simulator example (with Calbro Services)
This example illustrates how Atrium Impact Simulator can help you identify how the availability of one CI can affect related CIs. A specialist at Calbro Services has been assigned to an incident for an accounting program that is not working. He identifies that the problem is being caused by a faulty database, and determines that he must update the database and restart the server to bring the program back online. Before he restarts the server he runs a simulation in Atrium Impact Simulator to determine the impact of restarting the server on other CIs. For example, there might be other software on the server unrelated to the problem he is trying to fix. The results of the simulation show that restarting the server will also impact human resources software using a different, and currently functional, database on the same computer. With this knowledge, the specialist presents the problem and solution to the Emergency Change Advisory Board at Calbro Services.

Using Atrium Impact Simulator with and without BMC Service Impact Manager
The Atrium Impact Simulator can predict the impact on CIs by using the impact relationships that you configure within BMC Atrium CMDB. To define an impact relationship between two CIs, the HasImpact attribute in the BMC_Relationship relationship class must be set to Yes. If you have the BMC Service Impact Manager (SIM) product installed, Atrium Impact Simulator can also use the impact relationships configured with the Service Model Editor (SME) of BMC SIM.

Using Atrium Impact Simulator with BMC SIM
If you have BMC SIM installed, Atrium Impact Simulator uses the impact relationships that you have configured by using the SME of BMC SIM, the impact relationships added by using Atrium Explorer, and the impact relationships that are automatically created in the BMC Atrium CMDB or imported to the BMC Atrium CMDB. In this case, you might use Atrium Impact Simulator to test different impact scenarios before deploying those scenarios in your production BMC SIM environment.

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The CI’s delivery of service is slightly affected. see the BMC Atrium CMDB 7. but some problem might affect it. Atrium Impact Simulator uses the impact relationships that you have created in the BMC Atrium CMDB through Atrium Explorer or through the dynamic service modeling function of the Service Catalog. Chapter 4 Simulating the impact of changes to CIs 109 . Table 4-1 lists the states that you can select in Atrium Impact Simulator (with the corresponding BMC SIM state in parentheses) and a description for each state.Impact states in Atrium Impact Simulator The following features of BMC SIM are not used with Atrium Impact Simulator: „ „ „ „ „ BMC SIM schedules Custom propagation models Custom status computation models Custom status states Dynamic priorities Using Atrium Impact Simulator without BMC SIM If you do not have BMC SIM installed. you can specify an impact state for each CI in the simulation. Impact states in Atrium Impact Simulator When you run a simulation. The CI has a failure and is unable to deliver service. Table 4-1: Impact states Atrium Impact Simulator state Description Slightly Impaired (Warning) Impaired (Minor) Very Impaired (Impacted) Unavailable (Unavailable) The CI is delivering services normally. The CI’s delivery of service is affected. When you run a simulation.04 Administrator's Guide. a simulation that includes a server with an impact state of Unavailable might return several related CIs that are predicted to be unavailable as a result of the unavailable server. However.6. an Impaired server in that same simulation might return impacted CIs that are predicted to be only Slightly Impaired. For example. Atrium Impact Simulator uses these states and the impact relationships defined between CIs to predict the corresponding impact on those CIs. For more information about creating impact relationships.

Figure 4-1: Atrium Impact Simulator layout Shows CIs used in simulation and their simulated status Shows topology of the simulation 110 User’s Guide .6. The CIs for Simulation section lists the CIs that you want to include in a simulation. The results section provides simulation results as either a table or a graphical topology. Figure 4-1 shows the Atrium Impact Simulator layout.BMC Atrium CMDB 7.04 Atrium Impact Simulator interface The BMC Atrium Impact Simulator console comprises two sections that contain information about CIs.

Click to run an impact simulation for the CIs in the table. An icon on each CI image represents the predicted impact state for each CI based on the simulation criteria. Simulation results The results section lists the CIs that Atrium Impact Simulator predicts will be affected by the changes you set in the CIs for Simulation section. You can add one or more CIs to the CIs for Simulation section. as shown in Table 4-3.Atrium Impact Simulator interface CIs to include in a simulation Use the CIs for Simulation section to choose the CIs to include in a simulation. Refreshes the list of CIs in the table. Each line connecting CIs represents a relationship. For more information about finding CIs. Table 4-2 describes the fields and buttons in the CIs for Simulation section. Each image in the topology represents a CI in the simulation. If you make changes to the impact model. Simulations cannot include federated CIs. Table 4-2: Fields and buttons in the CIs for Simulation section of Atrium Impact Simulator Field or Button Add CI Description Click to query for one or more CIs to add to the table. Table 4-3: Impact-state icons for simulations Icon Predicted impact state Slightly Impaired (Warning) Impaired (Minor) Very Impaired (Impacted) Unavailable (Unavailable) Figure 4-2 on page 112 shows the lines and icons in the topology view of simulation results. Chapter 4 Simulating the impact of changes to CIs 111 . Remove CI Refresh CIs Simulate Impact Simulations can include CIs that are instances of subclasses of BMC_BaseElement. see “Using the Query Builder to create a new query” on page 48. including any relationships between CIs. such as adding or removing an impact relationship in Atrium Explorer. You can view the results of a simulation as either a topology or a table. each with its own simulated impact state. Topology view The Results in Topology view shows the results of a simulation as a topology. click Refresh CIs to force Atrium Impact Simulator to use the updated data model for the CIs in the table. Click to remove the selected CI from the table.

By default.BMC Atrium CMDB 7. including the CIs from the CIs for Simulation section. Table view The Results in Table tab shows the results of a simulation as a table. The Predicted State column indicates the expected impact for each CI. Name. which enables you to generate BMC Remedy AR System reports for the results of a simulation. You might find a larger table useful if a simulation returns several rows of impacted CIs. the Predicted State. For more information about the capabilities of Atrium Explorer. such as creating a new Impact relationship between CIs.04 Figure 4-2: Lines and icons in the topology view of simulation results Icon represents predicted impact on related CIs Line represents impact relationship between CIs Click View in Explorer to open the results in Atrium Explorer. those changes are not available in Atrium Impact Simulator until after you close and then reopen Atrium Impact Simulator or you use the refresh button to requery the model and republish it. Each row in the table represents an impacted CI. For more information about reporting simulation results. see “Running a report of simulation results” on page 117. Click Change Columns to open a dialog box that enables you to add columns to or remove columns from the table. and “Working with related CIs” on page 74. and Short Description columns are included in the table. NOTE If you make any changes to CIs or relationships in Atrium Explorer. 112 User’s Guide .6. You cannot remove the Predicted State column from the table. By default. To list only impacted service CIs. all impacted CIs are listed in the table. Class. see “Atrium Explorer interface” on page 19. To list all impacted CIs. click Show Services. click Show All Results. larger window. Click Report to open the Reports form. By default. Click View in Large Table to open the table in a separate. the Atrium Explorer navigation pane is collapsed to provide more viewing area for the topology.

For more information about related requests. The results of the simulation show how related CIs. 3 From the results list. and then click OK.Running an impact simulation Related change requests If you have BMC Remedy Change Management installed. For example. X To run an impact simulation 1 Click the Application Launcher of the BMC Atrium Core Console. such as other software on the server. For more information about finding CIs. This enables you to take immediate action if the results of an impact simulation are acceptable. Repeat this step until every row in the CIs for Simulation section has the impact state that you want to simulate. Add CIs through Atrium Explorer 1 In Atrium Explorer. Chapter 4 Simulating the impact of changes to CIs 113 . 3 In the CIs for Simulation section of the Atrium Impact Simulator. and then choose Impact Simulator. 2 Add CIs to Atrium Impact Simulator by performing one of the following actions: Action Steps Add CIs directly in Atrium 1 In Atrium Impact Simulator. if you have to apply the latest patch to a database and the patch installation requires the database's host computer to be restarted. 2 Select one or more CIs. run a query that returns the CIs you want to include in the simulation. 3 Click a highlighted CI and select Simulate Impact. you can open a new change request directly from the Atrium Impact Simulator console. see “Using the Query Builder to create a new query” on page 48. click Add CI. Impact Simulator 2 In the Query window. select one or more CIs. with the selected CIs in the CIs for Simulation section. see: „ „ “Opening a related change” on page 119 “Viewing CI impact from other BMC applications” on page 115 Running an impact simulation You can simulate the impact that a change to one or more CIs will have on other CIs. select a CI. The selected CIs appear in the CIs for Simulation section. Atrium Impact Simulator opens. and then select an impact state from the list in the Simulated Status column. are affected when you restart the server. you might want to simulate the impact of restarting the server. open a view that contains the CIs you want to include in the simulation.

enter a name for the simulation. When the simulation is completed. 5 View the results of the simulation on the Results in Topology and Results in Table tabs. the progress window closes automatically. and the CIs used in the simulation. If the results contain over 750 CIs. showing you the progress of the simulation.BMC Atrium CMDB 7.6. b In the Save Simulation dialog box. When a large number of related CIs and relationships exist. or in a table and a topology view. c Provide a description of the simulation. a pop-up window appears. you are prompted to view the results either in a table. such as its purpose. 114 User’s Guide . The progress display shows you the current state for the simulation. Closing the progress window before the simulation is complete does not cancel the simulation. d Click OK. complete the following steps: a Click Save Simulation.04 4 Click Simulate Impact. 6 If you want to save this simulation.

Viewing CI impact from other BMC applications

Viewing CI impact from other BMC applications
Atrium Impact Simulator is transparently integrated into other BMC applications as an integral part of their workflow. For example, from BMC Remedy Change Management, Atrium Impact Simulator exposes only the features required for the user, thereby simplifying the user experience. For more information, see the BMC Remedy Change Management User’s Guide.
Figure 4-3: Viewing CI impact from BMC Remedy Change Management

Loading a saved impact simulation
If you have saved an impact simulation, use this procedure to load that simulation and refresh the simulation results.

X To load a saved impact simulation
1 Click the Application Launcher of the BMC Atrium Core Console, and then

choose Impact Simulator.

2 Click Load Simulation. 3 In the Saved Simulation dialog box, select a saved simulation.

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BMC Atrium CMDB 7.6.04 4 Click Load.

The simulation is loaded with its CIs, Simulated States, and the results from the last time that the simulation was saved.
5 Click Simulate Impact to refresh the results table.

If the impact model has changed, or the relationships between CIs in the data model have changed, the saved simulation results might not be accurate. Rerunning the simulation makes sure that the results section is current.

Comparing impact simulations
You can compare the results of any saved simulation with the simulation currently loaded. You might also compare the results of a new simulation with an older version of that same simulation to see how the results changed over time. For example, you might compare the predicted outcomes of two different impact simulations designed to address the same plan for disaster recovery to see which scenario best suits your needs. A comparison between two impact simulations returns the following columns for comparison:
„ „

Predicted Status Name

„ „

Class Short Description

X To compare impact simulations
1 In the Atrium Impact Simulator, either create a new simulation or load a saved

simulation.

2 Click Compare Simulation. 3 In the Saved Simulation dialog box, select a saved simulation to compare with the

simulation you selected in step 1.

4 Click Load.

A new window displays the simulation results side by side.

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Running a report of simulation results

Running a report of simulation results
You can save the results of a simulation as a report. For example, you can generate a web report that lists all of the services that will be impacted if a server were to be taken offline. If needed, you can then export the report in various formats (for example, Excel or PowerPoint if you create a web report, or CSV or XML if you create an AR System report).
Figure 4-4: Running a report of simulation results

Before you begin
For more information about creating and running reports, see the Report Console Help available from the BMC Remedy Mid Tier client or the BMC Remedy Action Request System 7.6.04 Mid Tier Guide.

X To run a report of simulation results
1 In the Atrium Impact Simulator, either create a new simulation or load a saved

simulation.

2 Click the Results in Table tab. 3 Click Report.

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5 Click Run. select the report that you want to run. You can expand the CI to view all related CIs and their relationships. in the format you selected. you cannot modify the impact status of the CI (to view the effects if the CI has Slightly Impaired impact status). The Quick Impact Simulator opens.04 4 In the Report Console. But the full set of features available in the Atrium Impact Simulator is not available in the “streamlined” Quick Impact Simulator. you can run a quick impact simulation of the CI. 118 User’s Guide . 2 Select a CI in the display pane. open a view that contains the CIs you want to include in the simulation. You can click New to create a web or AR System report. The report is generated to the destination you selected (for example. 3 Click the down arrow and select Quick Impact Simulator. screen. with the selected CI displayed. Running a quick impact simulation If you simply want to view the impact results of an unavailable CI.6. Figure 4-5: Quick Impact Simulator X To run a quick impact simulation 1 In Atrium Explorer. file or printer). You might need to click Refresh after you create a new report to view it in the list of available reports. For example.BMC Atrium CMDB 7. By default. the CI is displayed in the Unavailable predicted impact state.

X To open a related request 1 Run or load an impact simulation. The direction option is enabled (for example. Top to Bottom display of the instances) only if you select the Layered or Hierarchic layout. Opening a related change After running a simulation. you might determine that the predicted results of a simulated change are acceptable. you must have the BMC Remedy Change Management application installed. 3 Click Relate to New. select Change to open a related change request in BMC Remedy Change Management. ready for you to submit a request. 6 Close the Quick Impact Simulator when you are finished. Chapter 4 Simulating the impact of changes to CIs 119 . A new form in the related application opens. If you want to make the changes in the working environment. 5 Modify the layout options as needed. NOTE To complete this procedure.Opening a related change 4 Double-click the CI to view any parent and children CIs. 2 In the Relate to New field. you can open a change request directly from Atrium Impact Simulator.

BMC Atrium CMDB 7.6.04 120 User’s Guide .

BMC_Genealogy relationship 26 Index 121 . opening related from AIS 119 choose filter 74 CI groups 77 CI instances. See configuration items Class Manager. 83 navigation pane 32 opening 16 options 20 Properties section 29 relating CIs 91 relationship lines 25 restricting displayed instances 80 table view 20 toolbar 20 topology view 20 viewing links 47 Views section 32 zoom bar 22 Atrium Impact Simulator Calbro Services example 108 impact states 109 interface 110 opening 17 opening related requests 113. BMC Atrium Core Console 15 Adobe Flash settings 18 applications. See configuration items CIs. relating CIs 88. 91 BMC Atrium Product Catalog. opening 17 architecture. clone 26 build number. viewing instance history 104 B BMC Asset dataset promoting changes from Sandbox 88 promoting changes to 86 using 85 BMC Atrium Core build number 14 version number 14 BMC Atrium Core Console accessing 15 applications and tools 16 closing 14 logging out 14 opening 13 opening applications 17 toolbar 14 BMC Atrium Discovery and Dependency Mapping. 119 BMC Service Impact Manager (SIM).A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Index A accessing. finding instances 70 BMC Remedy Change Management. opening 17 audits. contacting 2 BMC_Genealogy relationship. 119 table view 112 topology view 111 using with BMC Service Impact Manager 108 using without BMC Service Impact Manager 109 Atrium Integration Engine. BMC Atrium CMDB 12 Atrium Explorer CI groups 77 Classes section 32 creating CIs 88 data. opening 17 BMC Remedy AR System forms. BMC Atrium Core 14 C change requests. opening a request from Atrium Impact Simulator 113. opening 16 Classes section 32 clone. viewing 36 display pane 21 filtering relationships 80 filters 80 Find section 32 Impacted Services section 30 interface 19 layout options 21. using with Atrium Impact Simulator 108 BMC Software.

CI 77 D data federated. viewing 46 querying BMC Atrium CMDB 35 viewing 36 datasets. 37 isVirtual attribute 91 relating 91 viewing 74 virtual computers 23. using 70 saved query 40 G Group relationship 25 groups. running 118 results 111 running 113 running from other applications 115 impact states 109 Impacted Services section 30 instance history. viewing 104 InstanceId 90. 98 instances See also configuration items comparing 102 deleting 98 display options. configuration items 91 E editing instances 96 queries 68 Element Location relationship 25 expanding CIs 30 F federated data.A B C D E F G H I J K L M N O P Q R S T U V W X Y Z closing BMC Atrium Core Console 14 Component relationship 26 conditions. 28 views of dataset 21 documentation 7 I identifying instances 102 Impact relationship 26 impact simulations CIs. including 111 comparing 116 impact states 109 loading 115 quick. Sandbox and BMC Asset 85 Dependency relationship 25 discovery applications creating CIs 88 relating CIs 91 Display buttons 20 display pane actions 26. viewing 46 Federation Manager opening 16 viewing links in Atrium Explorer 47 122 User’s Guide . promoting to Asset Dataset from Sandbox 88 creating 88 expanding 30. configuring 33 editing 96 finding 41 identifying 102 promoting 100 relating CIs 91 isVirtual attribute. using 70 BMC Remedy ITSM forms. 95. query 44 configuration items changes to CIs. 91 copying queries 69 Create Relationship Mode button 21 creating CIs 88 filters 80 relationships between CIs 91 customer support 3 Filter dialog box 81 filters creating 80 described 80 using 80 Find section 32 Find tab interface 38 toolbar 39 finding instances BMC Remedy AR System forms.

creating 60 nested folding rules. viewing 76 product support 3 Promote Sandbox Changes button 21 promoting changes to BMC Asset 86 instances 100 Promotion Preview Dialog instance details. creating 65 queries. running 118 O online help. 98 relating CIs 91 relational-algebra formatting 44 relationship lines 25 relationships adding to CIs 21 filtering 80 viewing 74 reports of instance comparison 104 Run Layout button 21. creating new 48 simple queries. viewing 75 configuring 33 filtered CIs in virtual relationship. See impact simulations soft deleted 99 support. promoting to Asset dataset 88 instances. editing 87 using 85 saved queries 40 Service Catalog. creating 50 quick impact simulation. Atrium Explorer 20 R Reconciliation Manager. 83 P Partial group relationship 25 personal queries 46 popup CIs and relationships. creating 55 folding rules. opening 16 shared queries 46 simulations. opening 16 queries (continued) personal 46 Query Builder. customer 3 Q queries about 41 conditions 44 copying 69 editing 68 options 69 parameters 45 Index 123 . about 14 Open Launch in Context Menu button 20 opening. opening 16 ReconciliationIdentity 90. BMC Atrium Core Console 13 Options button 20 options.A B C D E F G H I J K L M N O P Q R S T U V W X Y Z L layout options applying 83 overview 21 logging out BMC Atrium Core Console 14 M Member of Collection relationship 25 N navigation pane 32 Normalization Manager. viewing 101 viewing instance details prior to promotion 100 Properties section 29 S sample queries 40 Sandbox dataset changes to CIs. using 48 relational-algebra formatting 44 sample 40 saved 40 shared 46 structure 43 variable conditions 45 Query Builder advanced queries. 95.

BMC Atrium Core 14 viewing instance details prior to promotion. 91 Virtual relationship 25 Z zoom bar Zoom Fit 23 Zoom In 23 Zoom Out 23 124 User’s Guide . Promotion Preview Dialog 100 viewing online help 14 views copying 77 creating 77 deleting 77 saving 77 saving as an image 79 Views section 32 virtual computers. BMC Atrium Core Console 14 topology resizing 23 view 20 V version number. configuration items 23.A B C D E F G H I J K L M N O P Q R S T U V W X Y Z T table view 20 technical support 3 toolbar.

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