» Administrator Manual

May 2013
Author Tecnoteca srl
www.tecnoteca.com

ENG
www.cmdbuild.org
Version
2.1
Administrator Manual
No part of this document may be reproduced, in whole or in part, without the express written permission
of Tecnoteca s.r.l.
CMDBuild ® uses many reat technoloies from the open source community!
"ostre#$%, Apache, Tomcat, &clipse, &xt '#, 'asper(eports, )(eport, &nhydra #har*, T+&, ,C#
)n-entory, %iferay, Alfresco, .eo#er-er, ,pen%ayers, "refuse
+e are than*ful for the reat contributions that led to the creation of these products.
CMDBuild ® is a pro/ect of Tecnoteca #rl. Tecnoteca is
responsible of software desin and de-elopment, it0s the official
maintainer and has reistered the CMDBuild loo.
)n the pro/ect also the Municipality of 1dine was in-ol-ed as the
initial customer.
CMDBuild ® is released under A."% open source license 2http!33www.nu.or3licenses3apl45.6.html7
CMDBuild ® is a reistered trademar* of Tecnoteca #rl.
&-erytime the CMDBuild® loo is used, the official maintainer 8Tecnoteca srl8 must be mentioned9 in
addition, there must be a lin* to the official website!
http!::www.cmdbuild.or.
CMDBuild ® loo!
• cannot be modified 2color, proportion, shape, font7 in any way, and cannot be interated into
other loos
• cannot be used as a corporate loo, nor the company that uses it may appear as author 3 owner
3 maintainer of the pro/ect
• cannot be remo-ed from the application, and in particular from the header at the top of each
pae
The official website is http://www.cmdbuild.org
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Contents
)ntroduction...................................................................................................................................... =
CMDBuild modules...................................................................................................................................... =
.ettin #tarted................................................................................................................................. >
CMDBuild philosophy.................................................................................................................................. >
Desin criteria.............................................................................................................................................. ?
+or*in methodoloy.................................................................................................................................. @
Technical )nformation................................................................................................................................ A6
1ser )nterface................................................................................................................................. AA
.eneral desin criteria............................................................................................................................... AA
Control elements........................................................................................................................................ A5
Billin in forms for data editin .................................................................................................................. AC
Menu.......................................................................................................................................................... AC
#implified user interface............................................................................................................................ AC
Accessin the application............................................................................................................... AD
"C (eEuirements...................................................................................................................................... AD
Authentication............................................................................................................................................ AD
Classes manaement..................................................................................................................... A>
"roperties tab............................................................................................................................................ A>
Attributes tab.............................................................................................................................................. A@
Domains tab............................................................................................................................................... <<
+idet tab.................................................................................................................................................. <5
%ayers tab.................................................................................................................................................. <=
.eoraphic attributes tab.......................................................................................................................... <D
"rocess manaement.................................................................................................................... <?
.enerality.................................................................................................................................................. <?
(epresentation modes............................................................................................................................... <?
F"D% tab................................................................................................................................................... 56
"lannin tab............................................................................................................................................... 5<
Manae Domains........................................................................................................................... 55
"roperties tab............................................................................................................................................ 55
Attributes tab.............................................................................................................................................. 5=
Giews.............................................................................................................................................. 5>
Giews based on filters................................................................................................................................ 5>
Giews based on #$%................................................................................................................................. 5@
#earch filters.................................................................................................................................. C6
%oo*up........................................................................................................................................... C<
"roperties tab............................................................................................................................................ C<
%oo*up list.................................................................................................................................................. C5
Dashboard...................................................................................................................................... CC
"roperties tab............................................................................................................................................ CC
Chart TAB.................................................................................................................................................. CD
%ayout TAB................................................................................................................................................ =A
(eport............................................................................................................................................ =<
'asper(eports........................................................................................................................................... =<
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Menu.............................................................................................................................................. =C
Custom menus........................................................................................................................................... =C
1ser roups.................................................................................................................................... =D
"roperties tab............................................................................................................................................ =D
1sers tab................................................................................................................................................... =?
"ermissions tab......................................................................................................................................... =@
TAB 1) setup............................................................................................................................................. DA
1sers.............................................................................................................................................. D5
.)#................................................................................................................................................. DC
)cons manaement.................................................................................................................................... DC
&xternal ser-ices....................................................................................................................................... D=
%ayer order................................................................................................................................................ DD
.eoser-er layer......................................................................................................................................... D>
.)# Na-iation........................................................................................................................................... D?
Confiuration.................................................................................................................................. D@
#etup pae................................................................................................................................................ D@
Alfresco pae............................................................................................................................................. >A
#er-er manaement pae......................................................................................................................... >5
(elations raph pae................................................................................................................................. >C
+or*flow pae........................................................................................................................................... >=
&mail pae................................................................................................................................................. >D
.)# pae................................................................................................................................................... >>
A""&ND)F! C$% lanuae............................................................................................................ >?
How to use CMDBuild................................................................................................................................ >?
&xamples of usae.................................................................................................................................... ?6
A""&ND)F! .lossary..................................................................................................................... ?A
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Introduction
CMDBuild is an ,pen #ource web application used to model and manae assets and ser-ices
controlled by the )CT Department, and to handle related wor*flow operations accordin to )T)% best
practices.
The manaement of a Confiuration Database 2CMDB7 means *eepin up4to4date, and a-ailable
to other processes, the database related to the components in use, their relations and their
chanes o-er time.
CMDBuild pro-ides complete support for )T)% best practices, which ha-e become a 8standard de
facto8 by now, a non4proprietary system for ser-ices manaement with process4oriented criteria.
+ith CMDBuild, the system administrator can build and extend its own CMDB 2hence the pro/ect
name7, modelin the CMDB accordin to the company needs9 the administration module allows you to
proressi-ely add new classes of items, new attributes and new relations. Iou can also define filters,
8-iews8 and access permissions limited to rows and columns of e-ery class.
Than*s to the interated wor*flow enine, you can also create new wor*flow processes with
external -isual editors, and import 3 execute them inside the CMDBuild application.
The application includes also 'asper(eports, an open source report enine that allows you to create
reports9 you can desin 2with an external editor7, import and run custom reports inside CMDBuild.
Then you can define some dashboards made up of charts which immediately show the situation of
some indicators in the current system 2J")7.
CMDBuild interates Alfresco, the popular open source document manaement system. Iou can
attach documents, pictures and other files and perform full text searches on text4based files.
The application includes also an interface to synchroniKe data with external data sources
2databases and mail ser-ers79 for example, you can automatically update your hardware in-entory
readin data from ,C# )n-entory 4 the open source computer in-entory and pac*ae deployment
system.
Moreo-er, it0s possible to use the .)# feature to eo4reference and display assets on a
eoraphical map 2external map ser-ices7 and 3 or an office plan 2local .eo#er-er7.
CMDBuild modules
The CMDBuild application includes two main modules!
• the Administration Module for the initial definition and the next chanes of the data model
and the base confiuration 2relation classes and typoloies, users and authoriKation,
dashboards, upload report and wor*flows, options and parameters7
• the Manaement Module, used to manae cards and relations, add attachments, run
wor*flow processes, -isualiKe dashboards and execute reports
The Administration Module is a-ailable only to the users with the 8administrator8 role9 the
Manaement Module is used by all the users to -iew and edit data.
The system includes also two external components!
• a daemon to sync data with external databases, which is useful, for instance, to update
assets from Automatic )n-entory #ystems
• a webser-ice to interact with CDMBuild usin external applications
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This manual is dedicated to the Administration Module, throuh which the administrator can
confiure data, define users and permissions, and perform other tas*s.
Iou can find all the manuals on the official website 2http!33www.cmdbuild.or7!
• system o-er-iew 28,-er-iew Manual87
• system usae 2L1ser ManualM7
• installation and system manaement 28Technical Manual87
• wor*flow confiuration 28+or*flow Manual87
• webser-ice details and confiuration 2L+ebser-ice ManualM7
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Getting Started
CMDBuild philosoph
A CMDB is a storae and consultation system that handles the information assets of a company.
)t is the official central repository and pro-ides a consistent -iew of )T ser-ices.
)t is a dynamic system that represents the current situation and *nowlede of information
technoloy assets and related entities! hardware 2computers, peripherals, networ*in, telephone
eEuipment7, software 2basic, en-ironment, application software7, documents 2pro/ects, contracts,
manuals7 and other resources, internal and external.
)t is a monitorin system for the processes executed, described and manaed throuh the
wor*flow functions.
CMDBuild is a robust, customiKable and extensible CMDB solution.
"ro-idin an extensible solution means pro-idin an open and dynamic system that can be easily
desined, confiured and extended by the system administrator in different phases in terms of types
of ob/ects to manae, attributes and relations.
#ince there are not two oraniKations that operate exactly on the same set of ob/ects 2assets7 and,
for each ob/ect, on the same information, we decided to set, as the primary CMDBuild feature, the
system flexibility, de-elopin features to confiure the whole system! data model, processes,
reports, external systems connectors, etc.
)n particular confiuration mechanisms implemented in CMDBuild and manaed with the
Administration Module allow to!
• add on your own new 8classes8, i.e. new items or processes typoloies 2both corrispondin
to DB charts7
• add 3 edit the 8attributes8 of a class, also eometric 2DB column7
• define and import custom wor*flows both for )T process manaement and data
manaement wiKards
• add 3 edit the widets to be placed on the card manaement of a class, throuh which
application functions 4 useful for that type of ob/ect 4 can be performed
• add 8domains8, or 8relations8 between classes 2N!M association tables7
• add 3 edit the 8attributes8 of a 8domain8
• create predefined filters used durin the data reference on the -arious classes
• create 8-iews8, both throuh filters and throuh #$% Eueries, which can be used in a way that
is similar to the classes
• create tablelists 2loo*up7 to manae attributes with predefined -alues
• print data model details
• set up dashboards
• define and import custom reports
• confiure custom menus for different user roups
• define roles and authoriKations for -arious 8classes8 cateories
• confiure eoreferenced classes
• define options and system parameters
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Here is a diaram that explains terms and concepts introduced abo-e in relation to the
confiuration of the data model.
Design criteria
At first, it0s important to!
• choose a detail le-el proportional to the a-ailable oraniKation needs, human resources,
financial, information and technoloy
• identify and in-ol-e the staff who will set up 2Administrator7 and update 2,perator7
information in the system9 an outdated system produces costs an no results
• introduce the new application in an oraniKational system based on procedures, roles and
responsibilities that help the )T structure to correctly manae the information
• consider )T)% 8best practice8 model, a model that has become, in a short time, a 8standard
de facto8 for ser-ices manaement
A successful CMDB pro/ect must consider impact and chanes introduced by the system and must
acEuire the explicit appro-al of oraniKation0s manaers.
!or"ing methodolog
&nablin CMDBuild reEuires a preliminary desin to manae the initial schema, ie identify main
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interests and options9 then, the system can be easily extended as needed at a later date.
+e recommend you to start by manain a complete and accurate set of ob/ects and relationships,
and then extend the system once you0-e become more familiar with CMDBuild rules and usae.
)n particular, you should identify!
• types of ob/ects 28classes87! hardware 2computers, printers, monitors, etc.7, software
2operatin systems, business applications, producti-ity softwares7, ser-ices 2help des*,
licenses, etc.7, entities 2suppliers, locations, etc.7
• 8attributes8! useful to define each class 2code, description, monitor type, hard dis* siKe,
etc.7 4 each attribute has a specific data type 2strin, lon text, inteer, decimal, floatin
point, date, 8loo*up8 list, reference7 and miht be a eoraphical attribute
• relations between classes
• 8attributes8 are useful to describe each 8domain8 2dependency between two software
applications, number of a switch port connected to a ser-er, relations between a system
administrator and ser-ers, etc.7 4 each attribute has a specific data type 2strin, lon text,
inteer, decimal, floatin point, date, 8loo*up87
• oraniKational processes that the system has to manae, described in terms of acti-ities,
transition rules and 8attributes8 in-ol-ed
• user accounts
Another thin to consider is the hierarchy of classes since, in CMDBuild, it0s possible to define
eneric classes 28superclass8, for example 8Computer87 and then deri-e subclasses 2for example,
8Des*top8, 8%aptop8, 8#er-er87. These subclasses will share some common information 2attributes
of the superclass7 and define some specific attributes that the superclass doesn0t ha-e.
)t0s important to identify a hierarchy that meets the needs of the oraniKation since a class can not
be automatically con-erted into a superclass.
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,nce the entity4relationship model has been defined, you ha-e to define classes and related
attributes 3 data types.
At the end of this operation you should!
• use the Administration Module to model the system you0-e desined usin &4( tools
• use the Manaement Module to insert, update and display cards
Technical Information
Bor more technical information about the mappin between CMDBuild loical data model and
database physical model, see the 8Technical Manual8.
The same manual also describes how to install the application.

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#ser Interface
The user interface uses A/ax technoloy.
This solution, part of the new +eb <.6 paradim, pro-ides a more intuiti-e application, impro-es
interaction and ets faster responses from the system.
General design criteria
The user interface includes the followin main elements!
• left side menu 4 8accordion8 style 4 to access menus of Manaement and Administration
modules
• data area in the top riht corner, containin!
• add new card button
• sort options and column list 2limited to the Manaement Module7
• "ae functions, basic and ad-anced filters, print and export rid data 2only for the
Manaement Module7
• data area in the bottom riht corner, containin!
• dedicated TAB to access specific card sections
• buttons to manae the selected item in the rid
• complete card 4 information and labels
• buttons to confirm or cancel the current operation
• lin*s to related cards with the ability to insert, modify and delete 2loical delete7 data
• buttons on the riht side correspondin to the widets confiured for the card
,n top of the pae, in the header!
• CMDBuild loo 2reistered trademar* Tecnoteca %td7 on the left
• a clic*able central panel with the current user and roup9 the panel shows the lin* to the
Administration Module 2only to system administrators7 and Manaement Module
• button to loout 2center panel7
• application name on the riht
A footer, containin!
• ,fficial website 1(%
• application credits
• the copyriht notice
The details abo-e are part of a standard setup but may differ in case of specific installations.
+e present now the details of the Manaement Module since the Administration Module has a
dedicated manual.
Here are two screenshots of the Manaement Module 2blue shades7 and Administration Module
2shades of ray7.
Manaement Module!
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Administration Module!
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Control elements
$esi%ing the main areas
The three main areas described abo-e can be resiKed by clic*in and drain the layout borders.
,n paes with a standard layout 2di-ided into upper and lower area7 you can 2only in Manaement
Module7 act more Euic*ly usin buttons located on the top riht to!
• expand to full4heiht card details area
• expand to full4heiht the data rid
• restore standard layout
&'ccordion( menu
The menu on the left side is accordion4style and allows the user to open 3 close each item of the
first le-el with a simple clic*.
,penin 3 closin a menu entry toles the sub4elements of the selected entry.
Grid management
The standard data rid manaement 2Manaement Module only7 permits to!
• sort on a specific column with a mouse clic*
• see additional columns in the rid 2amon a-ailable ones7
)n some cases you can call special features associated with a row of the rid simply by double
clic*in on the item 2open relations, open document in the attachments tab, etc.7.
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There is also a button to print 2"DB or C#G7 data 2rows and columns7 that0s currently displayed in
the rid.
Binally, usin the 8Map8 button it is possible to switch between textual and eoraphical modes.
)uic" action on grid elements
)n some cases you can call special features associated with a row of the rid simply by double
clic*in on the item 2open relations, open document in the attachments tab, etc.7.
Selection filter
The selection filter, if defined, is a-ailable in two modes!
• Euic* search on all card attributes 2not /ust those shown on the
rid7
• ad-anced search filter, which pro-ides ad-anced filterin 2included
the storin and the filter reuse7 and will be described in indi-idual
use cases
Interacti*e help
)n some cards 2in particular in the process manaement7 there is a button in the lower riht corner
that displays a panel with some compilation tips.
+illing in forms for data editing
Data cards compilation reEuires different fields!
• numeric or strin type with simple content
• multiline text
• date type, with interacti-e calendar
• simple list select
• ad-anced list select 2with filterin options7
• formatted text 2with editor7
you can then use the widets 2buttons7 confiured for the card.
&-ery insert operation includes confirmation and cancellation buttons
Menu
Both Administration and Manaement modules wor* on the same ob/ects, the first to set
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confiuration options 2data structures7, the second to manae the information stored in these
ob/ects 2cards7.
Both modules ha-e an 8Accordion8 style menu and include the same entries, howe-er for each
entry there are differrent options in the two modules!
• loo*up tables, definition of filters and -iews, users and roups, definition of menu, .)#
confiuration, confiuration of base parameters in the Administration Module
• na-iation menu 2list of items a-ailable to the current user, ordered in folders in a coherent
and oraniKed way7 -iews, dashboards and utilities in the Manaement Module
Simplified user interface
Throuh proper confiuration parameters set in the Administration Module 2.roups Manaement ;
Confiuration 1ser )nterface7, you can define a simplified interface for those users0 .roups that
demand it.
)n particular, you can!
• hide one by one the headins of the accordion Menu placed in the left side of the pae
• hide one by one all TABs of the cards and of the processes
• hide the accordion Menu itself when openin the pae
• set an alternati-e display mode of the cards 3 processes list and of the insertion or update
form of a card 3 process
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'ccessing the application
The Administration Module is a-ailable only to the administrator and can be used to perform
operations on CMDBuild model and to ma*e chanes and extensions to the existin structure.
The chanes made will be immediately a-ailable within the Manaement Module.
,C $e-uirements
CMDBuild is a web4based application, so both modules are a-ailable usin a standard web
browser.
The system user has to arrane on his3her processor only an updated web browser 2Birefox up to
-ersion <6, Chrome up to -ersion <D, Microsoft &xplorer ? or more recent up to -ersion A67.
The web architecture ensures complete usability to any )T oraniKation that operates in multiple
locations 2ie collaborati-e wor*flow79 any entrusted client can connect and interact with the system
usin a standard web browser.
'uthentication
Iou must loin to use the application.
The loin form reEuires a username, a password and e-entually a lanuae selection 2if the
application has been confiured to handle multiple lanuaes7
,nce the user has loed in, the system starts with the Manaement Module and only the users
that ha-e the reEuired role can switch to Administration Module by clic*in on the lin* on top of the
pae 2-isible by clic*in on the information panel located in the center7
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Classes management
,roperties tab
The first tab, 8"roperties8, allows you to create new classes 3 superclasses and edit some options.
A class represents ob/ects to be stored in the CMDB 2computers, monitors, etc.7. The system
creates automatically all the forms to manae cards data. The input fields match the attributes
defined in the class, and cards data is stored in the related database table 2automatically created7.
There is the possibility of performin the followin operations!
• add a new class
• print data model schema 2"DB or ,DT7
• edit an existin class by selectin it from the menu
• delete an existin class 2loical deletion7
• print current class details
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To create a new class you need to specify the followin information!
• 8Name8 4 the name of the table in the database 2ie 8Contract87
• 8Description8 4 the class name used in the application
• 8Type8 4 can be 8#tandard8 2normal CMDBuild class7, 8#imple8 2class without inheritance,
history, relations, with 8forein *ey8 attributes but not 8reference8 attributes 4 see note
below7
• 8)nherit from8 4 name of the superclass 2by default all classes inherit from the superclass
8Class8, anyway you can select a specific superclass, for example 8Monitor8 is deri-ed from
the superclass 8)tem87
• 8#uperclass8, this fla indicates whether the class will contain data 2superclass N no7 or will
define some common attributes for subclasses 2superclass N yes7
• 8Acti-e8, indicates whether the class is acti-e or has been deleted 2loical deletion7
.ote:
The 8#imple8 class type can be used to store data streams comin from other systems, useful for
example to store electricity consumption data, alert notifications on ser-ices a-ailability, ser-er
los, etc.
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'ttributes tab
The second tab, 8Attributes8, allows you to manae the class attributes.
This tab is used to add information to a new class, or update an existin class.
)n the example the attributes of the 8Monitor8 class include!
• the attributes inherited from the 8Asset8 superclass 28Monitor8 class inherits from 8Asset879
please note that it0s not possible to modify inherited attributes
• some other specific attributes, for example, 8Type8 and 8#iKe8
There is the possibility of performin the followin operations!
• create a new attribute
• select the attributes on which you0d li*e to sort cards
• edit an existin attribute 2edit a-ailable fields7
• delete an existin attribute 2if the class contains no data7
The attributes order can be modified by mo-in the lines in the rid 2dra and drop7.
Bor each attribute you ha-e to specify!
• 8Name8 4 the column name in database
• 8Description8, 4 the attribute name in the application
• 8.roup8 4 used to roup toether attributes and oraniKe them in tabs 2for example, the
8Monitor8 class has se-eral attributes tab! 8.eneral8, 8Administrati-e data8 and 8Technical
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data8 7
• Data types a-ailable
• LBooleanM,
• LCharM
• LDateM,
• LDecimalM,
• LDoubleM 2double precision floatin point7
• 8Borein Jey8 2lin* to another class, only for 8#imple8 classes type7
• 8)net8 2)" address7
• L)nteerM
• L%oo*1pM 2predefined list of -alues 4 could be set in L#ettinsM 3 L%oo*1pM7
• 8(eference8 2reference to another class throuh a 8domain8, only for 8Normal8 classes
type7
• L#trinM
• LTextM
• LTimeM
• LTime#tampM
• LDisplay in listM 4 to select if the attribute has to appear in the defaul list of attributes used in
the manaement rid
• 81niEue8 4 to indicate that the field represents a uniEue *ey
• 8Mandatory8, to enable a mandatory field
• 8Acti-e8, to reacti-ate attributes loically deleted
• 8&ditin mode8, that can be!
• &ditable! normal editable attribute
• (ead ,nly! -isible but not editable
• Hidden! attribute not -isible
#ome attributes ha-e more fields, here are the details.
&Decimal( attributes
Bor 8decimal8 attributes these additional information are reEuired!
• 8"recision8, indicates the total number of diits
• 8#cale8, indicates the number of diits in the decimal part
&String( attributes
Bor the 8strin8 attributes, a further information is reEuired!
• 8%enth8, indicates the maximum amount of characters allowed
&Te/t( tpe attributes
Bor the 8text8 attributes a further information is reEuested!
• 8&ditor type8, miht be L"lain textM or LHtmlM
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&0oo"up( attributes
8%oo*up8 attributes allow you to select the -alue of the attribute from a predefined list of -alues9 this
list is created and modified usin the 8%oo*up Types8 menu in the Administration Module 2see
specific chapter7.
Hence, when you select a 8%oo*up8 attribute you0re as*ed to select the list of -alues you want to use.
Note! multile-el loo*up lists are also a-ailable.
&$eference( attributes
L(eferenceM attributes allow you to lin* the attribute to a card of another class -ia a A!N domain
2where the 8N8 side is the current class7
)n the Manaement Module it will be possible to select -alues from the list of a-ailable references.
A reference attribute, in the Manaement Module, creates or modifies the relation between two
cards.
Therefore, when definin a 8(eference8 attribute, you0re as*ed to choose the 8domain8 you want to
apply.
An ad-anced feature of reference attributes is the C$% 2CMDBuild $uery %anuae7 filter, that
permits to define a filter for the list. The filter could use -ariables set in the metadata popup window,
-isible by clic*in the 8&dit metadata8 button 2see the appendix7.
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Domains tab
This feature allows you to define relations 28domains87 between classes, and in-ol-es the followin
steps!
• o-er-iew of domains already confiured
• creation of a new domain
• modification of an existin domain
• deletion of an existin domain
'ust li*e for attributes, it0s possible to display in the rid!
• only the domains defined on the current class
• the domains defined on the current class plus the domains defined fot the superclass
By selectin the editin functions 2insert, modify, delete7 the system will chane the menu
28accordion8 menu on the left7 from classes manaement to domains manaement, therefore you0ll
be able to chane domain information and domain attributes.
The description of the 8"roperties8 and 8Attributes8 tabs is a-ailable in the Domains chapter.
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!idget tab
This feature allows you to confiure some default features that will be a-ailable as 8buttons8 in the
Manaement Module.
Currently there are widets to!
• print of a report for the current card
• openin of the calendar with a date a-ailable in the current card
• execution of a 8pin8 command on the card )" 2useful for dianostics7
There is the possibility of performin the followin operations!
• display widets already confiured
• confiure a new widet
• edit an existin widet
• delete an existin widet
The followin parameters are common to all widets 2others are related to widet type7!
• Button text
• Acti-e! when a widet is deleted this i set to false
• Always on! this means that the widet is a-ailable also in -iew mode 2no edit mode
reEuired7
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,rint report widget
The specific parameters for this widet are!
• (eport! select a report from the list of a-ailable reports
• Borce format! force output type 2"DB or C#G7
• "arameters list! set input -alues for reEuired report parameters
!idget to perform a &ping( on an I, address
The specific parameters for this widet are!
• )" address! the )" to chec*
• Number of pin pac*ets
• Custom parameters concatenated to the pin command
Calendar widget
The specific parameters for this widet are!
• (eference class! in this class you read the information which will be transfered on the
calendar 2this is optional if there is the C$% filter7
• #tartin date! name of the attribute which contains the startin date of the e-ent
• &ndin date! name of the attribute which contains the endin date of the e-ent 2this is
optional, if the e-ent is omitted it will be considered punctual, i.e. it starts and ends at the
same time7
• Default date! default calendar date
• &-ent0s title! name of the attribute which contains the e-ent0s title
• C$% filter! selection filter of the charts which you ha-e to treat 2this is optional, if specified it
has the riht o-er 8(eference class87
!idget entr / modif card
The specific parameters for this widet are!
• (eference class! this class belons to the card which you ha-e to wor* on
• C$% filter! selection filter of the card you ha-e to manae, li*e the phrase
LOclient!nomePfieldPdelPformQM 2if the filter does not extract any cards, the widet will create
a new one7
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0aers tab
The 8%ayers8 tab displays the list of eoraphical attributes a-ailable 2each one on a separate
layer7 and allows you to select the ones to show as bac*round for the current class.
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Geographic attributes tab
The 8eoraphical attributes8 tab allows you to manae the eoraphic attributes of the selected
class.
There is the possibility of performin the followin operations!
• create a new eoraphic attribute
• edit an existin attribute 2edit a-ailable fields7
• delete an existin eoraphic attribute 2if the class contains no data7
The attributes order can be modified by mo-in the lines in the rid 2dra and drop7.
Bor each attribute you ha-e to specify!
• 8Name8 4 the column name in database
• 8Description8, 4 the attribute name in the application
• 8Minimum Koom8, the minimum Koom le-el reEuired to display the attribute 2for example, if
we ha-e the whole )taly in the -iewport it ma*es no sense to show cities buildins since
they will appear o-erlapped7
• 8Maximum Koom8, the maximum Koom le-el reEuired to display the attribute
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• Data types a-ailable
• 8"oint8,
• 8%ine8
• 8"olyon8
#ome eoraphical attributes ha-e more fields, here are the details.
1,oint1 attributes
Bor 8"oint8 attributes this additional information is reEuired!
• 8)con8 4 the name of the icon 2which should be loaded usin .)# paes in the
Administration Module7 to display on the map
• L"oint radiusM 4 the siKe of the icon
• LBill colorM
• 8Bill ,pacity8
• 8#tro*e color8
• L#tro*e opacityM
• 8#tro*e width8, from A to A6
• 8#tro*e dashstyle8 2dot, dash, dashdot, londash, londashdot, solid7
10ine1 attributes
Bor 8%ine8 attributes this additional information is reEuired!
• 8#tro*e color8
• L#tro*e opacityM
• 8#tro*e width8, from A to A6
• 8#tro*e dashstyle8 2dot, dash, dashdot, londash, londashdot, solid7
1,olgon1 attributes
Bor 8"olyon8 attributes this additional information is reEuired!
• 8)con8 4 the name of the icon 2which should be loaded usin .)# paes in the
Administration Module7 to display on the map
• LBill colorM
• 8Bill ,pacity8
• 8#tro*e color8
• L#tro*e opacityM
• 8#tro*e width8, from A to A6
• 8#tro*e dashstyle8 2dot, dash, dashdot, londash, londashdot, solid7
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,rocess management
Generalit
CMDBuild is a manaement system for the )T department and supports )T)% 8best practices89
CMDBuild models and manaes the confiuration manaement database and supports related
processes.
.i-en the amount of processes options, the oraniKational procedures and the flexibility pursued by
the CMDBuild pro/ect, we chose not to implement a series of riid and predefined processes, but a
eneric wor*flow enine to model processes case4by4case.
The wor*flow manaement system is an important feature of CMDBuild and pro-ides!
• a standard interface for users
• a secure update of the CMDB
• a tool to monitor pro-ided ser-ices
• a repository for acti-ities data, useful to chec* #%A
$epresentation modes
)n CMDBuild each wor*flow contains information about!
• acti-ities seEuence, with conditional flows
• -isible data, reEuired to the user to complete e-ery step
• tas*s performed 2start process, update DB, send mail etc7
• roles authoriKed to perform each step of the wor*flow
+or*flows are desined usin the '"&d -isual editor, an external open source tool that uses F"D%
standard, and then imported into CMDBuild and executed with the &nhydra #har* enine.
The 8lossary8 used in CMDBuild includes the followin terms!
• process 2or wor*flow7! seEuence of steps 28acti-ities87 to perform a specific action in
compliance of specific rules, usin a wiKard
• acti-ity! a wor*flow step
• process instance! acti-e process created executin the first step
• acti-ity instance! creation of an acti-ity, accomplished automatically or by an operator
The abo-e terms are arraned into CMDBuild as follows!
• each process is represented by a special class confiured usin the 8"rocesses8 menu in
the Administration Module9 the class includes all the attributes of scheduled acti-ities
• each process instance corresponds to the current card, plus the list of its -ersions 2ended
acti-ities7
• each acti-ity instance corresponds to a card 2current acti-ity7 or to a historiciKed -ersion
2ended acti-ity7
Modelin a new process in CMDBuild reEuires the confiuration of a new 8process8 class that
includes all the attributes of scheduled acti-ities.
Bor all the details about wor*flow confiuration, chec* out the 8+or*flow Tutorial8 manual.
This manual only describes how to confiure a 8process8 class, describin in particular how to use
the 8F"D%8 and 8"lannin8 tabs9 these tabs represent the main difference between a standard class
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and a process class.
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2,D0 tab
The purpose of 8F"D%8 tab is to allow the upload3download of the F"D% file9 you can use this tab to
download the initial F"D% definition and, once desined the process, upload your file.
#pload 2,D0
This function allows you to import the F"D% file that you0-e desined and confiured usin the
external editor T+& 2or '"&d7.
The information manaed by CMDBuild is!
• user stoppable process 2enabled 3 disabled7
• F"D% file
• process s*etch 2imae7
,nce concluded the import operations described abo-e, the new process is included in the
Manaement Module, thus the process can be executed usin the wor*flow enine 8&nhydra
#har*8.
Iou can edit a process you0-e already
Download 2,D0 template
This feature allows you to export the F"D% template to start wor*in on the process structure usin
an external editor 2'"ed7.
The exported file includes!
• process name
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• the list of process attributes 2correspondin to the list of attributes defined in the class7
• the list of methods a-ailable 2for the CMDBuild application7
• the list of 8actors8 2users7 that interact with the process 2the 8#ystem8 role is automatically
created to identify system acti-ities79 the list corresponds to the user roups defined in
CMDBuild
• data type description for custom %oo*up and (eference attributes
The information manaed for this function are!
• process class name 2read only mode7
• user stoppable process 2enabled 3 disabled7
The same function can be used to download the current process and edit wor*flow steps usin an
external editor.
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,lanning tab
The schedulin tab allows you to schedule the execution of the current process.
)n particular, you can set!
• a simple scheduler 2e-ery hour, day, month, year7
• an ad-anced scheduler, with 8cron8 syntax 2linux command7
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Manage Domains
,roperties tab
The first tab, 8"roperties8, allows you to create new domains and edit domains0 details.
A domain represents relations to be stored in the CMDB 2supplier pro-ides asset, user uses
computer, computer has software, etc.7. The domain is represented by a list of relations and related
attributes usin a table created CMDBuild automatically in the database to store the reports added.
This feature allows you to define relations 28domains87 between classes, and in-ol-es the followin
steps!
• -isualiKation of confiured domains
• creation of a new domain
• modification of an existin domain
• deletion of an existin domain
Bor each domain you must define!
• 8Name8 4 the name of the table in the database
• LDescriptionM4 the mater4detail button 2if applicable7 in the Manaement Module
• 8,riin8 4 such as 8supplier8
• 8Destination8 4 such as 8assets8
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• 8Direct description8 4 for example, the asset 8has been pro-ided by8 a supplier
• 8)n-erse description8 4 for example, the supplier 8has pro-ided8 the asset
• 8Cardinality8 4 a constraint on the number of times an entity can appear in a relation 2A!A,A!
N, N A, N! M7, used by the application to -alidate new relations
• 8Master Detail8 4 acti-ate master4detail feature, ie elements of the detail class 28N8 side7
presented as rows of the main class 28A8 side7
• 8Acti-e8, indicates whether the domain is acti-e or has been deleted 2loical deletion7
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'ttributes tab
The 8Attributes8 tab allows you to manae the domain attributes.
This tab is used to add information to a new domain, or update an existin domain.
There is the possibility of performin the followin operations!
• create a new attribute
• edit an existin attribute 2edit a-ailable fields7
• delete an existin attribute 2if the class contains no data7
The attributes order can be modified by mo-in the lines in the rid 2dra and drop7.
Bor each attribute you ha-e to specify!
• 8Name8 4 the column name in database
• 8Description8, 4 the attribute name in the application
• Data types a-ailable
• LBooleanM,
• LCharM
• LDateM,
• LDecimalM,
• LDoubleM 2double precision floatin point7
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• 8)net8 2)" address7
• L)nteerM
• L%oo*1pM 2predefined list of -alues 4 could be set in L#ettinsM 3 L%oo*1pM7
• L#trinM
• LTextM
• LTimeM
• LTime#tampM
• 8Display in list8, to show the attribute in reference0s details, in the Manaement Module
• 81niEue8 4 to indicate that the field represents a uniEue *ey
• 8Mandatory8, to enable a mandatory field
• 8Acti-e8, to reacti-ate attributes loically deleted
• 8&ditin mode8, that can be!
• &ditable! normal editable attribute
• (ead ,nly! -isible but not editable
• Hidden! attribute not -isible
&ach attribute miht ha-e more fields, accordin to the same rules described for class attributes.
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3iews
Throuh the -iews mechanism, we are able to pro-ide users with new items typoloies that do not
exist in the database9 on the contrary they are defined as roups of cards extracted from other
classes.
Giews can be obtained as subset of cards of a sinle class 2based on filters7 or as roups of data
cards made up by information filed in different classes 2based on #$% Eueries7.
)n the first case they *eep their common functionalities of the class manaement, in the second one
they are (ead ,nly.
This -iews mechanism recalls the restriction functionality of access permissions to a class *eepin
out some rows or columns.
+hile the restrictions in the access permissions *eep out definiti-ely the consultation of certain
information, for a sinle user roup there is the possibility to define a -iew that shows a certain data
roup and another -iew that show other data 2additional or separated7.
Bor instance, when usin a 8#tate8 attribute or an 8Assinee8 one, you can create for the same roup
of operators an 8Asset in use8 -iew and an 8A-ailable assets8 -iew from the 8Assets8 class.
3iews based on filters
The system administrator can create a -iew based on filters!
• by reusin and clonin a filter defined by a user
• by definin a new search filter, i.e. by settin search criteria on attributes of the specified
source class
)t0s possible to perform the followin operations!
• initiatin the creation of a new -iew
• editin a pre4existin -iew
• deletin a pre4existin -iew
• openin a popup window where you can choose a user filter or
create a new filter
• deletin the current filter criteria
To create or modify a search filter, the followin information is reEuired!
• LNameM 4 name of the -iew 2e.. LAsset)n1seM7
• LDescriptionM 4 description of the filter 2e.. LAsset in useM7
• L#ource ClassM 4 class which the filter can be applied to 2e.. Asset7
A new -iew can not be used if the access permissions are not defined, specifyin which user roup2s7
can use them.
#uch operation should be carried out by usin the function 81sers and .roups8 3 L"ermissionsM 3
LGiewsM.
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Below you will find two screenshots that describe the user interface pro-ided for the manaement of
-iews based on a filter.
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3iews based on S)0
,perators can be pro-ided with data cards obtained by collectin attributes present on different
classes.
These -iews typoloies can be (ead ,nly, limited to the main card 2but relations and history7
Brom a technical point of -iew, the #$% Euery should be encapsulated in a "ostre#$% function,
defined within some criteria that will allow to CMDBuild its identification and use. Bor a description of
these criteria, see the pararaph related to the definition of Dashboard charts 2Definition of data source
4 "ostre#$% function7.
)t0s possible to perform the followin operations!
• initiatin the creation of a new -iew
• editin a pre4existin -iew
• deletin a pre4existin -iew
To create or modify an #$% -iew, the followin information is reEuired!
• LNameM 4 name of the -iew 2e.. LAsset)n1seM7
• LDescriptionM 4 description of the filter 2e.. LAsset in useM7
• LData sourceM 4 "ostre#$% function which the #$% Euery is defined in
Also in this case, a new -iew can not be used if the access permissions are not defined, specifyin
which user roup2s7 can use them.
#uch operation should be carried out by usin the function 81sers and .roups8 3 L"ermissionsM 3
LGiewsM.
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Search filters
#earch filters can be used in the Manaement Module in order to display only those data cards that
comply with the defined criteria.
)n the Manaement Module, e-ery user can autonomously sa-e those search filters used to refer to
the data cards of a class and find them when accessin to the application.
This function of the Administration Module lets the system administrator to create search filters which
can be enabled to one or more user roups 2they will be then found amon those filters a-ailable in
the Manaement Module7 in one of the followin modalities!
• by reusin and clonin a filter defined by a user
• by definin a new search filter, i.e. by settin search criteria on attributes of the specified
source class
)t0s possible to perform the followin operations!
• initiatin the creation of a new filter
• edit a pre4existin filter
• delete a pre4existin filter
• openin a popup window where you can choose a user filter or
create a new filter
• deletin the current filter criteria
To create or modify a search filter, the followin information is reEuired!
• LNameM 4 name of the filter 2e.. L"CBrandDellM7
• LDescriptionM 4 description of the fiter 2e.. L"C brand DellM7
• L#ource classM 4 class which the filter can be applied to 2e.. "C7
A new search filter can not be used if the access permissions are not defined, specifyin which user
roup2s7 can use them.
#uch operation should be carried out by usin the function 81sers and .roups8 3 L"ermissionsM 3
L#earch filtersM.
Below you will find two screenshots that describe the user interface pro-ided for the manaement of
search filters.
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0oo"up
As pre-iously described, one of the data types a-ailable in CMDBuild is the 8loo*up8 type, ie an
attribute that shows up as a select field with predefined options.
Therefore, the user must select an option from the list of options a-ailable 2for example, monitor
type could be 8C(T8, 8%CD8 or 8"lasma8 4 monitor brand could be 8H"8, 8Dell8, 8"hilips8 etc7
Iou can also create multi4le-el loo*up attributes 2for example! macrocateory NR cateory7
,roperties tab
1sin the 8"roperties8 tab you can manae the %oo*up lists.
)t0s possible to perform the followin operations!
• add a new loo*up list
• edit an existin loo*up 2description only7
To create or modify a %oo*up list, the followin information is reEuired!
• 8Description8 4 the name of the list 2for example, 8Monitor Type8 or 8Brand87
• L"arentM 4 the parent of the current list 2can be set only at creation7
0oo"up list
+ith the 8%oo*up list8 tab you can create new entries in the list or edit existin ones.
)t0s possible to perform the followin operations!
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• create a new entry
• edit an existin entry
• delete an entry
To define a new entry you need to specify the followin information!
• 8Code8 of the new entry
• 8Description8 of the new entry
• 8"arent description8 4 select an entry of the parent list, if a-ailable
• 8Notes84 any additional information about the entry
• 8Acti-e8 4 indicates whether the item is acti-e or has been deleted 2loical deletion7
The entries order can be modified by mo-in the lines in the rid 2dra and drop7.
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Dashboard
CMDBuild allows you to confiure in the system 8dashboards8 paes, which sinularly contain
more charts of different typoloies9 then they will be consulted in the Manement Module 2both in a
new specific accordion menu and in the Na-iation Menu7.
&-ery dashboard can be addressed to a different typoloy of aspects which should be controlled!
asset situation, ser-ice des* performances, cost allocation, etc.
&-ery dashboard is made up of a number of charts which can adopt different typoloies! pie, bar,
line, aue chart.
The data shown in the charts are extracted from the system performin suitable "ostre#$%
functions defined by the administrator accordin to a particular template described below.
,roperties tab
The 8"roperties8 tab allows you to create a new dashboard showin names and roups able to
display it.
There is the possibility of performin the followin operations!
• create a new dashboard
• edit a pre4existin dashboard
• delete a pre4existin dashboard
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To create a new dashboard you need to specify the followin information!
• LNameM
• 8Description8
• 8&nabled roups8 4 the roups 2alon with the system administrator7 allowed to display the
dashboard
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Chart T'B
The 8Charts8 TAB allows you to set up the charts you want to display in the selected dashboard.
There is the possibility of performin the followin operations!
• add a new chart
• edit a pre4existin chart
• delete a pre4existin chart
• show a pre-iew of the chart
To set up each chart you ha-e to!
• show some basic information
• hihliht the data source 2a "ostre#$% function which must ha-e already been created in
the database with the instructions shown below7, in which the system will read the data in
order to populate the chart
• set up the mappin amon the output parameters of the "ostre#$% function and the input
parameters pro-ided by the chart typoloy 2showin also whether it can be input by *eyboard
and the possible widets that should be used7
• specify the chart typoloy 2pie, bar, line, aue7, which determines the reEuest of further
specific parameters
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The followin example 2di-ided into two screenshot7 defines an historam chart!
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Here0s an output sample of the 8"re-iew8 function!
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Below you can read the information described in detail reEuested for the confiuration of a chart!
• LNameM of the new chart
• LDescriptionM of the new chart
• LActi-eM, indicates whether the chart is acti-e has been disabled
• L%oad automaticallyM, indicates whether it can be immediately shown without the input of
parameters throuh *eyboard
• LData sourceM shows the list of "ostre#$% functions a-ailable in the definition of the chart
• list of data source parameters, with the possibility for each of them to indicate!
• if it is mandatory
• type 2strin, inteer, decimal, data7
• in case of strin parameters a subtype is reEuested amon! free strin, name of a
CMDBuild class, current user, current ruop
• in case of inteer parameters a subtype is reEuested amon! free inteer, 8)d8 of a
CMDBuild class, 8)d8 of a loo*up with choise of the concernin loo*up, 8)d8 of a card
with choise of the concernin class
• the default -alue 2free -alue or -alue from the list, accordin to the type of the datum7
• LChart typeM, that can adopt one amon the followin -alues! pie, bar, line, aue
• L#how leendM 2if necessary it will be located under the chart7
• other parameters specific to each type of chart!
• for pie charts!
• -alue field 2for the dimensionin of the areas7
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• label field 2cited in the areas7
• for bar charts!
• orientation 2horiKontal or -ertical7
• title of cateory board 2label7
• -alue of cateory board 2information represented by each bar7
• title of -alue board 2label7
• -alue 3 -alues -alue board 2for the bar dimensionin, perhaps with more
o-erlappin series7
• for line charts!
• orientation 2horiKontal or -ertical7
• title of cateory board 2label7
• -alue of cateory board 2information represented by each point on the line7
• title of -alue board 2label7
• -alue 3 -alues -alue board 2for the line heiht, perhaps with more
o-erlappin series7
• for aue charts!
• the maximum scale -alue
• the minimum scale -alue 2Kero if not specified7
• number of discretiKation inter-als
• foreround color
• bac*round color
• -alue field 2in order to define the indicator shown7
Definition of the data source 4,ostgreS)0 function5
)n order for the system confiuration of charts described abo-e to wor* accurately, you ha-e to
consider in particular the definition of the "ostre#$% function which represents the data source.
)n particular!
• the function must report the comment 8TI"&! functionM
• the definition of the function has to include the input and output parameters, clearly showin
the name of each of them
• the input and output parameters ha-e to be chosen amon the followin ones! Lcharacter
-aryinM, LbooleanM, LinteerM, LnumericM, Ldouble precisionM, LdateM, LtimeM, LtimestampM,
LtextM 2not LbiintM7
• in case that the function becomes more 8tuple8 than the output -alues, you should use the
syntax 8(eturns setof recordM
At the end of the operation, you ha-e to perform the function 8#etupM R #er-er manaement R Clear
Cache, or to reboot Tomcat.
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Here below there are two samples of riht "ostre#$% functions, used in the demo database!
CREATE OR REPLACE FUNCTION cmf_active_cards_for_class(IN "ClassName" character varyi!"
OUT "Class" character varyi!" OUT "N#m$er" ite!er%
RETURN& &ETOF record A&
'(O)*'
(E+IN
RETURN ,UER* E-ECUTE
.&ELECT _cmf_class_descri/tio("IdClass"% A& "Class)escri/tio"" COUNT(0%11ite!er
A& "CardCo#t". 22
. FRO3 . 22 4#ote_idet('5% 22
. 67ERE "&tat#s" 8 . 22 4#ote_literal(.A.% 22
. AN) _cmf_is_dis/laya$le("IdClass"%. 22
. AN) "IdClass" ot IN (&ELECT _cm_s#$ta$les_ad_itself(_cm_ta$le_id(. 22
4#ote_literal(.Activity.% 22 .%%%.
. +ROUP (* "IdClass". 22
. OR)ER (* "Class)escri/tio".9
EN)
'(O)*'
LAN+UA+E /l/!s4l :OLATILE
CO&T 5;;
RO6& 5;;;9
ALTER FUNCTION cmf_active_cards_for_class(character varyi!% O6NER TO /ost!res9
CO33ENT ON FUNCTION cmf_active_cards_for_class(character varyi!% I& .T*PE1 f#ctio.9
CREATE OR REPLACE FUNCTION cmf_co#t_active_cards(IN "ClassName" character varyi!" OUT
"Co#t" ite!er%
RETURN& ite!er A&
'(O)*'
(E+IN
E-ECUTE .&ELECT co#t(0% FRO3 . 22 4#ote_idet("ClassName"% 22 . 67ERE "&tat#s" 8 . 22
4#ote_literal(.A.% INTO "Co#t"9
EN)
'(O)*'
LAN+UA+E /l/!s4l :OLATILE
CO&T 5;;9
ALTER FUNCTION cmf_co#t_active_cards(character varyi!% O6NER TO /ost!res9
CO33ENT ON FUNCTION cmf_co#t_active_cards(character varyi!% I& .T*PE1 f#ctio.9
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0aout T'B
+hen the charts of the dashboard are defined, it will be possible to set their layout.
)n particular you can choose whether to distribute them on one, two or three columns, and to mo-e
the present charts amon the columns 2usin the Ldra and dropM method7.
)t is also possible to mo-e a chart from a dashboard to another by selectin it and drain it on the
name of its new dashboard 2in the accordion menu on the left7.
The a-ailable functions are as follows!
• add a new column
• remo-e a column, if it is empty
• personaliKe the distribution of the room amon the pro-ided columns
Here0s a sample of a 54column layout!
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$eport
CMDBuild allows you to import custom reports desined with external tools, and then to include
them in the Manaement Module.
6asper$eports
CMDBuild is able to import reports created with i(eport 2-isual editor7 which is part of the
'asper(eports open source pro/ect.
i(eport features include!
• text formattin options 2font, text alinment, space, colour, etc.7
• standard elements definition 2header, footer, column headins, summary, etc.7
• data roupin
• expressions e-aluation
• computed fields
• ad-anced subreports manaement
• imaes and raphics
• "DB, HTM%, F%# and C#G formats
The import function handles also reports containin subreports and imaes, whose upload is
manaed usin a wiKard.
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)n the example below, the 8%ista "D%8 report contains two subreports that the system detects
automatically.
,nce completed the import, the report can be executed usin the Manaement Module.
To create a new report you ha-e to insert the followin information!
• 8(eport name8 4 the name will appear in the list of a-ailable reports
• 8(eport description8 4 the description will appear in the list of a-ailable reports
• 8&nabled roups8 4 the roups 2alon with the system administrator7 allowed to execute the
report
• 8Master report8 4 the template file created with i(eport
)f the master report contains subreports or imaes 2both manaed by i(eport as external files7, the
administrator will be as*ed to upload the reEuired files.
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Menu
Custom menus
The system allows you to define custom menus for all roups or for specific roups.
&ach menu consists of system elements 2classes, processes, -iews, reports7 and custom folders
2used to oraniKe entries7.
These menus are a-ailable in the Manaement Module as the main na-iation menu 2the one
confiured for the loin roup, the 8default8 otherwise7.
1sers with no custom na-iation menu can still access the Manaement Module, but the system
will show only classes for which they ha-e read or write permissions.
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)t0s possible to perform the followin operations!
• edit the menu for the selected user roup
• delete the menu for the selected user roup
The setup of a menu includes the followin operations!
• add a new folder
• dra and drop menu items from a list of a-ailable elements
• delete items from the menu
+ith a sinle operation you can insert a superclass containin subclasses.
,nce confirmed the chanes, the menu will be a-ailable in the Manaement Module 2loout 3 loin
to refresh7.
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#ser groups
CMDBuild permissions are based on!
• user roups
• roup permissions on classes, -iews and search filters
• user 4 roup associations
Therefore it0s possible to!
• set user roups with specific permissions for each class defined in the system or in rows
and columns
• add users to one or more roups9 the user inherits permissions from the roup
Burther functions, athered in the TAB 81) #etup8, allow the definition of personaliKed setups of the
user interface, remo-in some standard functionalities of CMDBuild and simplifyin the interaction
interface for some users0 roups with less technical s*ills.
This chapter describes the roups manaement, the placement in the pre4existent users0 roup
included, while the next deals with the users manaement.
,roperties tab
The "roperties tab allows you to create and edit roups.
There is the possibility of performin the followin operations!
• add a new roup
• edit an existin roup
• disable a roup
To create a new roup you ha-e to insert the followin information!
• 8.roup name8
• 8Description8
• L&mailM
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• L)s administratorM 4 indicates whether the roup is an administrati-e roup, ie has full
system access
• L#tartin pae atM 4 the default startup pae when enterin the Manaement Module
• L)s acti-eM, indicates whether the roup is acti-e or has been deleted 2loical deletion7
Here0s an example of screenshot.
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#sers tab
The 1sers tab allows you to associate a user to one or more roups.
Iou can dra and drop users from the list of a-ailable user 2on the left7 to the list of users in the
roup 2on the riht7.

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,ermissions tab
The "ermissions tab allows you to define permissions for each class.
There is the possibility of performin the followin operations!
• edit permission
• open a popup window where you can define a filter on the class
rows 2if necessary choosin a user filter7 or columns
• deletin the current filter criteria
Iou can chane permissions by clic*in on none 3 read 3 write chec*boxes.
)f for the current roup you want to reduce the access permissions to rows or columns of a class, you
ha-e to use the first icon placed at the end of e-ery row in the scheme.
)n this way you will access a popup window that presents two TABs called 8"ri-ilees on rows8 and
8"ri-ilees on columns8.
The first TAB allows to define the filter to reduce the -isible card roups in the followin ways!
• by reusin and clonin a pre4existin filter defined by a user
• by definin a new search filter, i.e. by settin search criteria on attributes of the specified
source class
The second TAB allows you to select the class attributes that will be -isible to the users belonin to
the roup under confiuration.
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T'B #I setup
The TAB 81) setup8 allows the personaliKation of the user interface of a specific users0s roup,
excludin some examples or simplifyin their lobal wor*in.
)n particular, you can wor* on!
• the elements shown in the accordion menu on the left, with an additional detail for the
utility functions
• the a-ailable TABs for the card manaement
• the a-ailable TABs for the process manaement
• further options
'ccordion menu
+ith the buttons a-ailable in the first box you can disable some components of the main menu of the
application 2accordion menu on the left7 for the current roup, in particular!
• Cards accordion
• "rocesses accordion
• (eport accordion
• 1tility 4 chane password
• 1tility 4 multiple update
• 1tility 4 import C#G file
• 1tility 4 export C#G file
T'B cards
+ith the buttons in the second box you can disable some TABs a-ailable for the cards manaement
for the current roup!
• LDetailsM TAB
• LNotesM TAB
• L(elationsM TAB
• LHistoryM TAB
• LAttachmentsM TAB
,rocesses T'B
+ith the buttons in the third box you can disable some TABs a-ailable for the process manaement
for the current roup!
• LNotesM TAB
• L(elationsM TAB
• LHistoryM TAB
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• LAttachmentsM TAB
+urther options
+ith the buttons in the last box you can!
• hide the whole accordion menu in the left side of the screen 2which you can restore with the
proper raphic control7,
• widescreen display the cards manaement 2the entry of a new card and the chane of a card
selected in the list will temporarily hide the list7
• demand the simplified display of a card history 2reducin the summary information shown
and bloc*in the entry of the complete historiciKed card7
• demand the simplified display of a process history 2reducin the summary information shown
and bloc*in the entry of the complete historiciKed card7
• always *eep acti-e the widets pro-ided for the current state
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#sers
This feature allows you to create and edit system accounts.
There is the possibility of performin the followin operations!
• add a new user
• edit properties of an existin user
• chane user password
• disable a user
To create a new user you ha-e to insert the followin information!
• 81sername8 4 loin username
• 8Description8
• L&mailM
• 8Default roup8! if you select the empty option, the user will be prompted to choose a roup
2amon the ones he belons to7 at loin time, hence the user will inherit specific roup
permissions 9 otherwise the user permissions will be the sum of all roups the user
belons to . The default roup, on the other hand, is used to identify the roup that starts
the processes 2in case of multiple starts7 and set na-iation menu 2if defined7.
• L"asswordM 4 loin password
• LConfirmationM 4 confirm loin password
• 8Acti-e8, indicates whether the user is acti-e or has been deleted 2loical deletion7
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GIS
Icons management
This feature allows you to create and update icons that are used to represent mar*ers.
There is the possibility of performin the followin operations!
• uploadin a new icon
• editin properties of an existin icon
• deletin an icon
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7/ternal ser*ices
This feature allows you to acti-ate the external ser-ices necessary for the map representation.
The external ser-ices currently supported are!
• ,pen #treet Map, .oole Maps and IahooS Maps7
• .)# #er-er 2.eo#er-er7 to upload and display raster and -ector data 2plans, etc.7
Bor the map ser-ices it0s possible to set max and min Koom le-els a-ailable in CMDBuild.
To use .eo#er-er you ha-e to specify!
• 1(%
• wor*space name
• admin username
• admin password
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0aer order
This feature allows you to set layers order 2there0s a layer for e-ery eoraphical attribute defined7.
The layers order can be modified by mo-in the lines in the rid 2dra and drop7.
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Geoser*er laer
This feature allows you to!
• upload to .eo#er-er the layers you want to display in CMDBuild
• edit layers order
To upload a new layer you ha-e to insert!
• name
• description
• layer file
• file type 2.eoTiff, +orld)mae, #hape7
• min Koom le-el
• max Koom le-el
• the possible class and the CMDBuild card associated to that layer, useful in the
Manaement Module to insert the layer into the list of the items contained in an element of
the hierarchical .)# na-iation menu, which is described in the next pararah 2e.. to find
the .eoser-er layer amon the items related to a 8Bloor8 card7
The layers order can be modified by mo-in the lines into the rid 2dra and drop7.
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GIS .a*igation
The function allows the definition of the domain tree, which will be then pro-ided to the user in the
Manaement Module in order to help him3her with the na-iation amon the -arious class 3 card
types eorefered on the map.
)n other words, this function defines the structure of the hierarchical menu in order to mo-e from a
class to the contained ones 2in term of space7.
A hiher class can include more lower classes, for example a room can include information assets,
/obs 2understood as assinees or loic roupin of assets7, furnishin 2tables, chairs, cupboards,
technical eEuipment, pictures7, etc.
"ro-idin the necessary domains, please find below a sample of confiuration made up of the
followin classes!
LBuildinM NR
LBloorM NR
L(oomM NR
L)T AssetM
L'obM
LBurnishin AssetM
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Configuration
Setup page
This pae contains main application settins.
)n the 8.eneral8 tab you can set!
• L)nstance nameM 4 a name 2strin7 to reconiKe an instance 2such as 8Test8 to distinuish
production and test installations7
• 8Default class8 4 the class loaded on startup
• 8(ow limit8 4 indicates the maximum number of relations shown separately9 if exceeded, the
relations are rouped toether
• L(eferences and loo*up combobox limitM 4 indicates the maximum number of options shown
in a combobox9 if exceeded, the options are displayed in a popup window with paination
and filters
• L(elations limitM
• 8Heith of card panel in percentiles8 4 indicates the space manaement between rid and
data sheet areas 2=6 by default, set for example to @6 to i-e priority to the data sheet area7
• 8#ub4panel tab position in card0s panel8 allows you to specify whether sub4panels titles should
appear on the top or on the bottom
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• L#ession timeout 2seconds7M
)n the 8%anuae8 section you can set!
• 8Default lanuae8 4 the default lanuae for all users
• 8#how lanuae selection8 4 if the option is enabled, the system reEuires the lanuae at
loin screen
)n the 8"opup windows8 section you can set!
• L"opup percentae heihtM 4 the percentae heiht of the popup window
• "opup percentae width 4 the percentae width of the popup window
)n the L%oc* cards in editM section you can set!
• L&nabledM, to enable 2default7 or disabled the loc* manaement of those data cards in edit
• 8#how the name of the user who loc*ed the card8, to exclude such information 2possible
pri-acy needs7 from the messae shown by the system when as*in for the editin of a
card reser-ed for that purpose by another operator
• L%oc* time4limitM, to specify the time reser-ed to an operator before releasin the card in
edit
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'lfresco page
This pae contains the main preferences for Alfresco interation!
• .eneral
• Bile ser-er
• (epository
• Credentials
)n the 8.eneral8 tab you can set!
• 8&nabled8 4 enable or disable the interface
• 8#er-er 1(%8 4 the Alfresco 1(%
• 8,perations delay 8 4 delay to ensure that the upload is concluded before callin a rid
refresh
)n the LBile #er-erM section you can set!
• 8Type8 4 set to 8AlfrescoBT"8, not editable
• 8Host8 4 Alfresco BT" ser-er host
• 8"ort8 4 Alfresco BT" ser-er port
)n the L(epositoryM section you can set!
• LBile ser-er pathM
• L+eb ser-ice pathM
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• LApplicationM
)n the LCredentialsM section you can set!
• 81sername8 4 Alfresco username
• 8"assword8 4 Alfresco password
• 8CMDBuild cateory8 4 the %oo*up list used to classify the documents stored in Alfresco
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Ser*er management page
Contains two utility functions!
• 8Clear cache8 4 clear CMDBuild cache9 useful when elements of the "ostres database are
modified outside the application 2database -iews, system functions, etc.7 and you don0t
want to restart Tomcat to refresh
• 8Delete inconsistent processes8 4 this function resets #har* tables9 useful when processes
ha-e been manually deleted from the database.
• 81nloc* all cards8, to unloc* the loc*ed cards. CMDBuild allows the operator to use the
card in edit 2this is useful to anticipate the loc* release in case an operator with an open
card in edit brea*s the operation7
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$elations graph page
The pae contains the relation raph settins.
Iou can set!
• 8&nabled8 4 enable or disable the raph -isualiKation
• 8Default le-el8 4 the default number of le-els automatically expanded
• LMaximum le-elM 4 the maximum number of le-els that you can expand
• 8Threshold for clusterin nodes8 4 the maximum number of expanded cards in relation with
a i-en card 2note! abo-e this limit and below the 8maximum le-el8 parameter the relations
can be expanded usin a chec*box7
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!or"flow page
The pae contains the wor*flow confiuration options.
)n the 8.eneral8 tab you can set!
• 8&nabled8 4 enable or disable the wor*flow
• 8#er-er 1(%8 4 wor*flow ser-ice url
The button 8Delete inconsistent processes8 is used to delete, from the cache of #har* wor*flow
enine, processes that are no loner in CMDBuild.
)n the LCredentialsM section you can set!
• L1sernameM
• L"asswordM
• 8&nine name8 4 set to 8shar*8, not editable
• L#copeM
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7mail page
Contains email settins used to send or recei-e mail inside processes 28Manae&mail87.
Iou can set!
• 8&mail address8
• 81sername8
• L"asswordM
• 8#MT" #er-er8 4 ser-er 1(% or )" address
• 8"ort8 4 ser-er port
• 8)MA" #er-er84 )MA" ser-er url or )" address
• 8"ort8 4 )MA" port
• 8&nable ##%8
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GIS page
The pae contains .)# settins
Iou can set!
• 8&nable8 4 the database must be confiured to support the "ost.)# extension
• 8)nitial latitude8 4 map latitude at startup
• 8)nitial lonitude8 4 map lonitude at startup
• 8)nitial Koom le-el8 4 Koom le-el at startup
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',,7.DI2: C)0 language
CMDBuild pro-ides the possibility of definin some filter conditions e-aluated by the system, in
order to i-e the user less choice in some specific cases pro-ided by the application.
#uch filter conditions should be expressed with C$% lanuae 2CMDBuild $uery %anuae7 and
can be used to!
• filter some cards in the selection list presented in order to set a (eference attribute
• filter some cards in the Llin*CardsM widet
• set some selections in the Lmanae&mailM widet 2addresses, authoriKation to send e4
mails, filtration of some system parameters7
8ow to use CMDBuild
Hereunder you will find the three main directions for use, comparin the #$% syntax with the C$%
one.
Simple filter
The simple filter allows to filter on a constant -alue!
#$%!
SELECT * FROM “ClassName” WHERE “Attribute”=Value
C$%!
from ClassName !ere Attribute=Value
&FAM"%&!
#elect the e4mail from the roup L.roupNameM in the extended attribute manae&mail.
)n the definition of extended attribute the parameter ToAddresses is defined as follows!
ToA""resses=#$%l&'uer(C'L)ame*Email+
so you can define the followin C$% Euery!
'uer(C'L)ame=”sele$t Email from Role !ere Co"e=,-rou.Name,”
Simple filter with ser*er9side *ariable
This mode allows to perform the filter on a ser-er4side -ariable!
#$%!
SELECT * FROM “ClassName” WHERE “Attribute”=Ser/erVariable
C$%!
from ClassName !ere Attribute=#ser/er&VariableName+
N,T&#!
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)n order to identify the -ariable GariableName 2which can be displayed in the form7 we used the
simple form!
#ser/er&VariableName+
Bor attributes such %oo*1p or (eference you ha-e to specify, with the bulleted list, whether you
want the )d or the Description!
#ser/er&VariableName*0"+
#ser/er&VariableName*1es$ri.tio)+
&FAM"%&!
#elect the e4mail of the selected user throuh the attribute L(eEuesterM, reference type, in the
extended attribute manae&mail.
)n the definition of extended attribute the parameter ToAddresses is defined as follows!
ToA""resses=#$%l&'uer(C'L)ame*Email+
so you can define the followin C$% Euery!
'uer(C'L)ame=2sele$t Email from Em.lo(ees !ere 0"=#ser/er&Re%uester*0"+ a)" Status=,A,2
Simple filter with client9side *ariable
This mode allows to filter on a client4side -ariable, i.e. completed on the form but not sent to the
ser-er.
As you can see, if the field in the form is not set, the simple Euery with client4side -ariable reports
an error since the -alue of the side4client -ariable has not been already defined.
#$%!
SELECT * FROM “ClassName” WHERE “Attribute”=Clie)tVariable
C$%!
from ClassName !ere Attribute=#$lie)t&VariableName+
N,T&#!
)n order to identify the -ariable GariableName 2which can be displayed in the form7 we use the
simple form!
#$lie)t&VariableName+
Bor attributes such %oo*1p or (eference you ha-e to specify, with the bulleted list, whether you
want the )d or the Description!
#$lie)t&VariableName*0"+
#$lie)t&VariableName*1es$ri.tio)+
&FAM"%&!
The most common example is similar to the one of the ser-er4side -ariable 2replacin client to the
ser-er7.
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7/amples of usage
Here below there are some further examples of C$% use.
It filters the floors of the selected building 4filter on $eference5
C$%!
from Floor !ere 34uil"i)5Floor6*ob7e$ts80"=9#$lie)t*4uil"i)5*0"+:
N,T&#!
TBuildinBloorU is the domain between the class Buildin and the class Bloor 2type A!N7.
It filters the acti*e processes 4filter on $eference5
C$%!
from or;Or"er !ere FloStatus=,Starte",
It reco*ers the e9mail of the user that starts a Tic"et 4ser*er9side5
C$%!
ToA""resses=#$%l&%uer(Re%uester*Email+
%uer(Re%uester=2sele$t Email from Em.lo(ees !ere 0"=#ser/er&Re%uester*0"+ a)" Status=,A,2
N,T&#!
T(eEuesterU is the (eference type attribute of the Tic*etin wor*flow which contains the indication
of who started the Tic*et.
It reco*ers the e9mail of the user that starts a Tic"et 4client9side5
C$%!
ToA""resses=#$%l&%uer(Re%uester*Email+
%uer(Re%uester=2sele$t Email from Em.lo(ees !ere 0"=#$lie)t&Re%uester*0"+ a)" Status=,A,2
N,T&#!
T(eEuesterU is the (eference type attribute of the Tic*etin wor*flow which contains the indication
of who started the Tic*et.
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',,7.DI2: Glossar
'TT'C8M7.T
An attachment is a file associated to a card.
Attachments containin text 2"DB, ,pen ,ffice, Microsoft +ord, etc.7 are indexed in full text mode
so that they can appear in search results.
!:$;+0:! ST7,
A process step is a process which can ha-e one or more steps.
A step has a name, an executor, a type, possible attributes and methods with statements
2CMDBuild A")7 to be executed.
A process instance is a sinle process that has been acti-ated automatically by the application or
manually by an operator.
#ee also! "rocess
'TT$IB#T7
The term refers to an attribute of a CMDBuild class.
CMDBuild allows you to create new attributes 2in classes and domains7 or edit existin ones.
Bor example, in 8supplier8 class the attributes are! name, address, phone number, etc..
&ach attribute corresponds, in the Manaement Module, to a form field and to a column in the
database.
#ee also! Class, Domain, (eport, #uperclass, Attribute Type
CI
+e define C) 2Confiuration )tem7 each item that pro-ides )T ser-ice to the user and has a
sufficient detail le-el for its technical manaement.
C) examples include! ser-er, wor*station, software, operatin system, printer, etc.
#ee also! Confiuration
C0'SS
A Class is a complex data type ha-in a set of attributes that describe that *ind of data.
A Class models an ob/ect that has to be manaed in the CMDB, such as a computer, a software, a
ser-ice pro-ider, etc.
CMDBuild allows the administrator 4 with the Administration Module 4 to define new classes or
delete 3 edit existin ones.
Classes are represented by cards and, in the database, by tables automatically created at the
definition time.
#ee also! Card, Attribute
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C:.+IG#$'TI:.
The confiuration manaement process is desined to *eep updated and a-ailable to other
processes the items 2C)7 information, their relations and their history.
)t is one of the ma/or )T)% processes manaed by the application.
#ee also! C), )T)%
D'S8B:'$D
)n CMDBuild, a dasboard corresponds to a collection of different charts, in this way you can
immediately hold in e-idence some *ey parameters 2J")7 related to a particular manaement
aspect of the )T ser-ice.
#ee also! (eport
D'T'B'S7
The term refers to a structured collection of information, hosted on a ser-er, as well as utility
software that handle this information for tas*s such as initialiKation, allocation, optimiKation,
bac*up, etc..
CMDBuild relies on "ostre#$%, the most powerful, reliable, professional and open source
database , and uses its ad-anced features and ob/ect4oriented structure.
D:M'I.
A domain is a relation between two classes.
A domain has a name, two descriptions 2direct and in-erse7, classes codes, cardinality and
attributes.
The system administrator, usin the Administration Module, is able to define new domains or
delete 3 edit existin ones.
)t is possible to define custom attributes for each domain.
#ee also! Class, (elation
D'T' +I0T7$
A data filter is a restriction of the list of those elements contained in a class, obtained by specifyin
boolean conditions 2eEual, not eEual, contains, beins with, etc.7 on those possible -alues that can
be accepted by e-ery class attribute.
Data filters can be defined and used exceptionally, otherwise they can be stored by the operator
and then recalled 2by the same operator or by operators of other user roups, which et the
permission to use them by the system Administrator7
#ee also! Class, Giew
GIS
A .)# is a system able to produce, manae and analyse spatial data by associatin eoraphic
elements to one or more alphanumeric descriptions.
.)# functionalities in CMDBuild allow you to create eometric attributes 2in addition to standard
attributes7 that represent, on plans 3 maps, mar*ers position 2assets7, polylines 2cable lines7 and
polyons 2floors, rooms, etc.7.
CMDBuild ; ,pen #ource Confiuration and Manaement Database "ae ??
Administrator Manual
ITI0
8Best practices8 system that established a 8standard de facto89 it is a nonproprietary system for the
manaement of )T ser-ices, followin a process4oriented schema 2)nformation Technoloy
)nfrastructure %ibrary7.
)T)% processes include! #er-ice #upport, )ncident Manaement, "roblem Manaement, Chane
Manaement, Confiuration Manaement and (elease Manaement.
Bor each process, )T)% handles description, basic components, criteria and tools for Euality
manaement, roles and responsibilities of the resources in-ol-ed, interation points with other
processes 2to a-oid duplications and inefficiencies7.
#ee also! Confiuration
0::;#,
The term 8%oo*up8 refers to a pair of -alues 2Code, Description7 set by the administrator in the
Administration Module.
These -alues are used to bind the user0s choice 2at the form fillin time7 to one of the preset
-alues.
+ith the Administration Module it is possible to define new 8%oo*1p8 tables accordin to
oraniKation needs.
,$:C7SS
The term 8process8 refers to a seEuence of steps that realiKe an action.
&ach process will ta*e place on specific assets and will be performed by specific users.
A process is acti-ated by startin a new process 2fillin related form7 and ends when the last
wor*flow step is executed.
#ee also! +or*flow step
$70'TI:.
A relation is a lin* between two CMDBuild cards or, in other words, an instance of a i-en domain.
A relation is defined by a pair of uniEue card identifiers, a domain and attributes 2if any7.
CMDBuild allows users, throuh the Manaement Module, to define new relations amon the
cards stored in the database.
#ee also! Class, Domain
$7,:$T
The term refers to a document 2"DB or C#G7 containin information extracted from one or more
classes and related domains.
CMDBuild users run reports by usin the Manaement Module9 reports definitions are stored in the
database.
#ee also! Class, Domain, Database
C'$D
The term 8card8 refers to an element stored in a class.
A card is defined by a set of -alues, i.e. the attributes defined for its class.
CMDBuild ; ,pen #ource Confiuration and Manaement Database "ae ?@
Administrator Manual
CMDBuild users, throuh the Manaement Module, are able to store new cards and update 3
delete existin ones.
Card information is stored in the database and, more exactly, in the table3columns created for that
class 2Administration Module7.
#ee also! Class, Attribute
S#,7$C0'SS
A superclass is an abstract class used to define attributes shared between classes.
Brom the abstract class you can deri-e real classes that contain data and include both shared
attributes 2specified in the superclass7 and specific subclass attributes.
Bor example, you can define the superclass 8Computer8 with some basic attributes 2(AM, HD,
etc.7 and then define deri-ed subclasses 8Des*top8, 8Noteboo*8, 8#er-er8, each one with some
specific attributes.
#ee also! Class, Attribute
'TT$IB#T7 T<,7
&ach attribute has a data type that represents attribute information and manaement.
The attribute type is defined usin the Administration Module and can be modified within some
limitations, dependin on the data already stored in the system.
CMDBuild manaes the followin attribute types! 8Boolean8, 8Date8, 8Decimal8, 8Double8, 8)net8 2)"
address7, 8)nteer8, 8%oo*up8 2lists set in 8#ettins8 3 8%oo*1p87, 8(eference8 2forein *ey7, 8#trin8,
8Text8, 8Timestamp8.
#ee also! Attribute
3I7!
A -iew not only includes the whole content of a CMDB class, it is a roup of cards defined in a
loical way.
)n particular, a -iew can be defined in CMDBuild by applyin a filter to a class 2so it will contain a
reduced set of the same rows7 or specifyin an #$% function which extracts attributes from one or
more related classes.
The first -iew type maintains all functionalities a-ailable for a class, the second one allows the sole
display and search with fast filter.
#ee also! Class, Bilter
!7BS7$3IC7
A webser-ice is an interface that describes a collection of methods, a-ailable o-er a networ* and
wor*in usin FM% messaes.
+ith webser-ices, an application allows other applications to interact with its methods.
!IDG7T
A widet is a component of a .1) that impro-es user interaction with the application.
CMDBuild uses widets 2presented as 8buttons87 that can be placed on cards or processes. The
buttons open popup windows that allow you to insert additional information, and then display the
output of the selected function.
CMDBuild ; ,pen #ource Confiuration and Manaement Database "ae @6

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