Calendar functional areas in SP 1 for version 8.1.00
The Calendar displays the data for a selected time span in the selected view. From within the various views, you can perform multiple operations on an event in the Calendar. An event can be an incident, problem, change, release, business event, or CI outage.
Support for viewing and managing incidents, problems, and unplanned CI outages has been included in versions 8.1.00 Service Pack 1 and later.
In Service Pack 1 for version 8.1.00, for all applications, view the Calendar by selecting Calendar from the Quick Links menu.
Additionally, from the BMC Change Management and Release Management applications, 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, select Functions > View Calendar.
- On the Change form or Release form, select 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 incidents, problems, 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 (for incidents), All Open Problems, 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 incidents:
Query name | Description |
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All Open | View all requests in the Open status from the list.
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All Open Submitted By Me | View all requests submitted by you in the Open status.
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All Open Unacknowledged | View all requests in the Open status that are unacknowledged.
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All Open Unassigned | View all unassigned requests.
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Out-of-the-box, the following predefined query is available for problems:
Query name | Description |
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By Status | View records by the status selected from the list.
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Out-of-the-box, the following predefined queries are available for changes:
Query name | Description |
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By Status | View requests by the status selected from the list.
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By Service | View requests by service CIs.
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By Location | Include an impact location in your search (for example, by company, region, site group, or site).
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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).
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Quick Search | Run and create quick searches for change or release based on basic fields.
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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
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, incidents, problems, changes, 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 incidents, problems, changes, and releases can be configured. For more information about configuring the field and colors, see Managing Calendar administrator preferences.
Business events, planned outages, 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 incident, problem, 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, problem tasks, incident tasks, or a release manifest and view their details in the Details flyout pane.
Note
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.
- Relationships (available in version 8.1 SP1 and later) displays all the requests related to the selected record. For example, when you select a problem record and select the Relationships option in the Details flyout pane, all requests related to that problem record are displayed.
Right-click menu commands
When you right-click an incident, problem, 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 |
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Open record (version 8.1 SP1 and later only) | Opens the record in the application console if you have appropriate permissions | Incidents and problems |
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. | Incidents, problems, changes, and releases |
Broadcast record (version 8.1 SP1 and later only) | Displays the New/Modify Broadcasts window. You can broadcast the record that you selected. The Broadcast option is available in the Calendar view only. | Incidents, problems, changes, and releases |
Export to ICS file (version 8.1 SP1 and later only) | Exports all the events seen on the Calendar to an iCalendar (ICS) file. This functionality is available only in the Calendar view. For more information about how to export events to the ICS file, see Exporting events to the ICS file. | Incidents, problems, 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
Menu icons
The following icons are available on the top pane of the calendar:
Icon | Description |
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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. | |
View Broadcast, or New Broadcast (version 8.1 SP1 and later only) | Click this link to open the broadcast dialog box, from where you can view, create, modify, and delete broadcasts. When there are unread broadcasts, this area displays the icon followed by the number of new broadcasts. For more information on broadcasting messages, see Working with broadcasts. Note - You can create or modify broadcasts only if you have the functional role of a Broadcast submitter. |
(version 8.1 SP1 and later only) | Click the Export all Events to ICS file icon to export all the events being displayed on the Calendar to an ICS file. |
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. | |
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. | |
Click the Settings icon to perform the following actions:
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