This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Calendar functional areas

The Calendar displays the data for the selected time span in the selected calendar view. From within the various views, you can perform multiple operations on an event in the calendar. An event can be a change record, a release record, a business event, or a CI outage.

You can access the Calendar by using the following options:

  • From the Applications menu, select Change Management > Calendar.
  • On the Change Management console or Release Management console, choose Functions > View Calendar.
  • On the Change form or Release form, choose Quick Action > View Calendar.

This topic describes the options that are available when you are viewing events in the Calendar

The following figure shows the options described in this topic.

Filters & Queries

The Filters & Queries pane provides options for selecting the primary data source and applying additional filters to the data.

Filters menu

You can choose to view details of changes and releases for the selected time span by selecting the appropriate option under Filters. In the Calendar view, you can additionally choose to view business events and outages. In the Eventlist and Timeline views, these options are disabled.

Queries menu

You can apply additional queries to filter the displayed data by selecting an option from the Queries > Predefined Queries menu. If you have any user-defined queries, you can select them from the Queries > My Queries menu.

To clear all the additional queries that have been applied, select Predefined Queries > By Status and then select All Open Changes or All Open Releases based on the type of request that you have selected.

Notes

  • The list of queries that is displayed depends on the value selected in the Filters menu. For example, if you select Change Request, all queries related to change requests are displayed.
  • Any saved queries migrated from an earlier version of the Calendar are displayed under Queries > Predefined Queries.

Out-of-the-box, the following predefined queries are available for changes:

Query name

Description

By Status

View requests by the status selected from the list.

For changes, the following options are available:

  • All Draft Changes — All changes that are in the Draft status
  • All Pending Changes — All changes that are in the Pending status
  • All Pre-Scheduled Changes — All changes with a status earlier than Scheduled
  • All Open Changes with Extensive Impact — All changes in the Open status and with the Impact defined as Extensive
  • All Open Changes — All changes in the Open status

By Service

View requests by service CIs.
 
You can define, save,and delete your own search criteria, based on service CIs. Service CIs are in a hierarchical structure as defined by the user company. In searching for changes by service CI, you can specify the depth level at which to search. For example, depth level 2 means that you are searching the specified CI, its children, and its grandchildren (in the hierarchy tree) for all the related changes.
 
You can view results based on your search criteria in the Calendar by performing the following actions:

  • Selecting a saved search from the Saved Searches list and clicking OK
  • Selecting the search criteria and clicking OK

    You can define a new service CI search by selecting search criteria and clicking Save Search.

    For more information about service CIs, see Creating a CI.

By Location

Include an impact location in your search (for example, by company, region, site group, or site).
 
You can define, save, and delete your own search criteria based on categories such as change status, approval status, and so on. You can further filter requests by choosing options such as product categorization (for example, Software) and assignment (by manager's name, group, or assignee).
 
You can view results based on your search criteria in the Calendar by performing the following actions:

  • Selecting a saved search from the Saved Searches list and clicking OK
  • Selecting search criteria and clicking OK

    You can define a new location search by selecting search criteria and clicking Save Search.

By Related CI

Define, save, and delete your own search criteria based on categories such as status, impact, and so on. You can further filter requests by choosing options such as operational categorization (for example, Add) and assignment (by manager's name, group, or assignee).
 
Finally, you can include CI criteria in your search (for example, a CI class such as software).
 
You can view results based on your search criteria in the Calendar by performing the following actions:

  • Selecting a saved search from the Saved Searches list and clicking OK
  • Selecting the search criteria and clicking OK

    You can define a new search by selecting search criteria and clicking Save Search.

Quick Search

Run and create quick searches for change or release based on basic fields.
 
In the Quick Search dialog box, you can perform the following actions:

  • Define your search criteria and click OK to run it or click Save Search to save your selections.
  • Run a saved search by selecting it from the list and clicking OK.
  • Delete a saved search by selecting it from the list and click Delete Search.

Time durations

The date or date range of the data is displayed in the top pane of the Calendar. Click the arrow next to this date to view the date picker and select a specific date. Click the arrows next to the timeline bar to change the duration by a day, week, or month, depending on the duration that you selected. To move back to the current date, click Today on the timeline bar.

Note

The duration of a week is equivalent to the 5-day and 7-day periods available in the previous version of the Calendar.

Legend

The Legend in the left pane of the Calendar displays details about the field values and the color codes used for each value. It includes the color codes for business events, CI outages, and colliding changes. By default, the Legend is displayed, but you can click the down arrow to hide the details.

On the Calendar, changes and releases, and their related tasks and manifest are shown in transparent color-coded blocks. Although related tasks and activities are shown in the predefined default color, the color code for changes and releases can be configured. For more information about configuring the field and colors, see Managing Calendar administrator preferences.

Business events and unplanned outages that can be displayed in the Calendar view are shown in solid bars. When you are viewing collisions, colliding changes are displayed in solid shaded blocks. These colors are predefined and cannot be configured.

Event InfoTips

When you hover your mouse pointer over an event, a summary of the requests is displayed in a small window called an InfoTip. You can configure the fields displayed in the InfoTip. For more information about adding or removing fields from the InfoTip, see Managing Calendar administrator preferences. The InfoTip is a subset of the information displayed on the Details flyout pane. To view additional details about a request or an outage in the Calendar view, click the Details flyout pane.

Details flyout pane

To view additional details of an change, release, or outages, select the record and click the Details flyout pane on the right of the calendar. In the Timeline view, you can drill down to the related records like change tasks or a release manifest and view their details in the Details flyout pane.

Note

Details of business events are not displayed in the Details flyout pane.

The Details flyout pane displays the following sections:

  • Activity Info displays details of the selected request, like summary, ID, status, and coordinators.
  • Collision Detection (applicable for changes and releases) displays all the colliding changes for the selected duration. You must have run collision detection for the selected record from the change or release application to view this information here. When you select a request and select the Collision Detection option in the Details flyout pane, all colliding changes are displayed in gray shaded blocks on the calendar. For more information about collision detection, see Collision detection overview.
  • Impact Analysis (applicable for changes and releases) displays all the relationships of the selected impact type from the relationship list created for that record within the application. You must have run the impact analysis for the selected record from the change or release application to view this information here. For more information about impact analysis, see Viewing the impact of CIs on change requests.

Right-click menu commands

When you right-click an change or release in a view, or their related tasks or manifest in the Eventlist view, all available commands for the selected record are displayed:

Menu command

Description

Applicable data source

Open request

Open the request in the application console if you have appropriate permissions

Changes and releases

Edit Event

Displays a dialog box in which you can update the summary or the start and end date of the request. Ensure that the edited scheduled dates do not conflict with existing events.

Changes and releases

Show Approval

Displays a light version of Approval Central if you are a valid approver. This version of Approval Central is similar to Approval Central but does not include the left pane available on Approval Central. As a valid approver, you can approve or reject the request, reassign the request, and save your changes.

Changes and releases

Service Context

Displays the Service Context Summary window of the service CI associated with the selected request, if any. The summary window displays the basic details of the service CI. For more information about the Service Context Summary window, see Attributes that are displayed in BMC Atrium Service Context.

Changes and releases

Drag-and-drop events

For changes and releases, an additional feature is provided in the Calendar and Timeline views. You can drag changes and releases to another date and time. In the Timeline view, the date and time of the event is displayed as a tooltip as you drag the request. In case of a collision, you can use this feature to move the request to a date and time that does not collide with existing requests. When you move the request, the details of the event are automatically updated to the new date and time. A confirmation message is displayed based on the success or failure of the operation. If you do not have permissions to modify the request, an error message is displayed. In the Timeline view, you can also drag related tasks and activities; however, you cannot move them across changes or releases.

Note

You can drag and drop changes and releases.

Menu icons

The following icons are available on the top pane of the calendar:

Icon

Description

In the timeline bar, click the arrows to change the duration by a day, week, or month, depending on the duration that you had selected. Click Today to see the data for the current date.

Click the Refresh icon to refresh the calendar data.

If you move multiple events within the Calendar, click the Save icon to save changes made to all the records. This option is enabled only if Bulk Modification is enabled.

Note: You can move events within the calendar only in the Calendar and Timeline views.

Click the Print icon to print the displayed data. When you click this icon, the Print dialog box appears. Select the appropriate printer and click OK to print the data. In the Eventlist view and Timeline view, a preview of the printed data is also displayed. In the Calendar view, the Filters & Queries pane is also printed.

Click the Report Console icon to launch the Reporting console to create or view reports. You must have the required permissions to view the Reporting console.
 
For more information about creating reports, see Working with reports.

Click the Settings icon to perform the following actions:

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