Setting up standard data categories

The standard data categories define areas of basic data, specific to your organization, that cannot be obtained from data discovery. This includes the locations, product groupings, status values and so on that are relevant to your organization. You would normally set up all this data when the system is first configured for your organization, but you can update it at any time if required.

Viewing the standard categories

To view the standard data categories, click the Custom Categories icon in the Model section of the Administration tab. The Custom Categories page is displayed.

Accessing data in the standard categories

  1. The Custom Categories page shows tabs representing the categories of data that you can manage.
  2. Click the category tab for the data that you want to view, create or edit. The categories are:

    Category

    Details

    AttachmentCategory

    Groupings of files attached to objects. See #Managing attachment categories.

    Family

    Groupings of Business Application Instances that are specific to your organization. See #Managing product families.

    Lifecycle Status

    Status values that can be associated with the IT components managed in your organization. See #Managing lifecycle status values.

    Location

    Physical locations in your organization which can be associated with a managed element or a person. See #Managing locations.

    Organisational Unit

    Logical divisions of your organization, such as a department or a business unit in your organization. See #Managing organisational units .

    Recovery Time

    Valid recovery times that can be applied to the IT components that can be managed in your organization. See #Managing recovery time values.

Each tab for the standard data shows the data types that are configured on the appliance, along with abbreviations, descriptions, whether that type is active or not, arrow keys to reorder the types, whether the type is standard in BMC Atrium Discovery or user defined, and a Delete button to delete that data type. The page also has a New button which enables you to create a new type, depending on the page you are viewing.

Managing attachment categories

BMC Atrium Discovery users can associate any file - such as a document, a spreadsheet, or a diagram - with an object in the BMC Atrium Discovery datastore in order to provide additional information. You can associate an attachment with a Software Instance, Business Application Instance, or Host. Files can be of any type and are not validated in any way by the BMC Atrium Discovery system. Attached files are uploaded to the BMC Atrium Discovery datastore so that they can be accessed easily for disaster recovery purposes.
When you select the Attachment Category page all existing categories are listed. From this page you can create a new category or display an existing one in detail.

Creating a new attachment category

  1. From the Custom Categories page, select the Attachment Category tab. The existing attachment categories are displayed.
  2. Click the New Attachment Category button. The Create Attachment Category page is displayed.
  3. Complete the details of the attachment category.

    Field Name

    Details

    Name

    Name of attachment category.

    Abbreviation

    Abbreviation of category name.

    Description

    Free-text description of attachment category.

    Active

    Yes if this category is currently active, No if it is not active.

    Attachments

    Relationship that defines the actual attachment objects in this category. This information is normally set up when the documents are attached to the objects, but you can search for and select one or more Attachment objects.

  4. Click Apply to save the attachment category details.

Viewing details of an attachment category

  1. From the Custom Categories page, select the Attachment Category tab. The existing attachment categories are displayed.
  2. Click an entry to display the View Object page showing full details of the selected category.
    • To delete the selected category, click Delete.
    • To view audit details of the category, click History.

From the Attachment Category you can also view relevant attachments.

Managing product families

Product Families define the groupings of Business Application Instances that are specific to your organization.
When you select the Product Family page all existing families are listed. From this page you can create a new family or display an existing one in detail.

Creating a new product family

  1. From the Custom Categories page, select the Families tab. The existing families are displayed.
  2. Click New Family button. The Create Family page is displayed.
  3. Complete the Attributes and Relationships of the product family.

    Field Name

    Details

    Name

    Name of product family.

    Abbreviation

    Abbreviation of product family name.

    Description

    Free-text description of product family.

    Active

    Yes if this product family is currently active, No if it is not active. Defaults to Yes.

    Standard

    Yes if this product family is standard in your organization; No if it is not active. Defaults to Yes.

    Applications in Family

    Relationship that defines the Business Applications that are included in this product family. This information is normally set up when you set up the Business Applications, or can be set by a pattern, or you can search for and select one or more applications from here.

    Family Owner

    Relationship that defines the ownership of this product family. Search for and select the appropriate Person.

  4. Click Apply to save the product family details.

Viewing details of a product family

  1. From the Custom Categories page, select the Families tab. The existing families are displayed.
  2. Click an entry to display the View Object page showing full details of the selected family.
    • To delete the selected family, click Delete.
    • To view audit details of the family, click History.

Managing lifecycle status values

A lifecycle status object defines a specific status value that can be applied to the IT components managed in your organization. You can assign a status value to each managed element (for instance, each Software Product, Business Application Instance and Host).

You would normally set up all the lifecycle status values appropriate to your organization when you first set up the system, but you can update them at any time.

From the Lifecycle Status page all lifecycle status values are listed. From this page you can create a new lifecycle status or display an existing one in detail.

Creating a new lifecycle status value

  1. From the Custom Categories page, select the Lifecycle Status tab. Existing lifecycle status values are displayed.
  2. Click New Lifecycle Status button. The Create Lifecycle Status page is displayed.
  3. Complete the Attributes and Relationships of the host type.

    Field Name

    Details

    Name

    Name of this lifecycle status value.

    Abbreviation

    Abbreviated life-cycle status name.

    Description

    Free-text description of life-cycle status.

    Active

    Yes if this lifecycle status is currently active, No if it is not active. Defaults to Yes.

    Withdrawn State?

    Yes if this lifecycle status value is Withdrawn, No if it is not. Defaults to No.

  4. Complete the Relationships of the lifecycle status.
  5. Click Apply to save the lifecycle status details.

Viewing details of a lifecycle status

  1. From the Custom Categories page, select the Lifecycle Status tab. Existing lifecycle status values are displayed.
  2. Click an entry to display the View Object page showing full details of the selected lifecycle status.
    • To delete the selected lifecycle status, click Delete.
    • To view audit details of the lifecycle status, click History.

Managing locations

A Location object defines a physical location in your organization which can be associated with a managed element or a person. You can create various levels of locations - for example, you can model buildings in sites, or rooms on floors.

You would normally set up all the location values appropriate to your organization when you first set up the system, however, you can update them at any time.
If you need to link locations to other nodes, you can do this by means of patterns. A template pattern is available to do this. For information on template patterns, see Template patterns. For information on modeling your business applications using patterns, see the Tideway web site and click the Community tab and follow the Documentation Resources link.

From the Location page all locations are listed. From this page you can create a new location or display an existing one in detail.

Creating a new location

  1. From the Custom Categories page, select the Locations tab. Existing location values are displayed.
  2. Click New Location. The Create Location page is displayed.
  3. Complete the Attributes and Relationships of the location.

    Field Name

    Details

    Name

    Name of location.

    Abbreviation

    Abbreviated name of location.

    Description

    Free-text description of location.

    Active

    Yes if this location is currently active, No if it is not active. Defaults to Yes.

    Type

    Select type of location (Major or Minor) from drop-down list.

    Address

    Address of location.

    Phone

    Telephone number of this location.

    Subsidiary Locations

    Relationship that defines other locations that are subsidiary to this one. Search for and select one or more locations.

    Parent Location

    Relationship that defines the parent location of this one. Search for and select the appropriate location.

    Hosts at this Location

    Relationship that defines the host systems that are in this location. Can be set by a pattern, or you can search for and select one or more hosts.

    Subnets at this Location

    Relationship that defines the subnets that are in this location. Can be set by a pattern, or you can search for and select one or more subnets.

    Applications at this Location

    Defines instances of Business Applications in this physical location. Search for and select one or more applications.

  4. Click Apply to save the location details.

Viewing details of a location

  1. From the Custom Categories page, select the Locations tab. Existing location values are displayed.
  2. Click an entry to display the View Object page showing full details of the selected locations.
    • To delete the selected location, click Delete.
    • To view audit details of the location, click History.

Managing organizational units

An Organizational Unit object defines a logical division of your organization, such as a department or a business unit in your organization. You can create various levels of organizational unit - for example, you can model teams in functional areas. Managed elements in your organization (Software Product, Business Application and Host) can be associated with particular organizational units.
From the Organisational Unit page all organizational units are listed. From this page you can create a new organizational unit or display an existing one in detail.

Creating a new organisational unit

  1. From the Custom Categories page, select the Organisational Units tab. Existing organizational units are displayed.
  2. Click New OrganisationalUnit. The Create Organisational Unit page is displayed.
  3. Complete the Attributes and Relationships of the organizational unit.

    Field Name

    Details

    Name

    Name of organizational unit.

    Abbreviation

    Abbreviated form of organizational unit name.

    Description

    Free-text description of organizational unit.

    Active

    Yes if this organizational unit is currently active, No if it is not active. Defaults to Yes.

    Type

    Type of organizational unit.

    Subsidiary Units

    Relationship that defines other organizational units that are subsidiary to this one. Search for and select one or more organizational units.

    Parent Unit

    Relationship that defines the parent organizational units of this one. Search for and select the appropriate organizational unit.

  4. Click Apply to save the organizational unit details.

Viewing details of an organizational unit

  1. From the Custom Categories page, select the Organisational Units tab. Existing organizational units are displayed.
  2. Click an entry to display the View Object page showing full details of the selected organizational unit.
    • To delete the selected organizational unit, click Delete.
    • To view audit details of the organizational unit, click History.

Managing Recovery Time Values

A Recovery Time object defines a valid recovery time that can be applied to the IT components that can be managed in your organization. You can assign a recovery time to each managed element in your organization (Software Product, Business Application and Host).

You would normally set up all the recovery time values appropriate to your organization when you first set up the system, but you can update them at any time.
From the Recovery Time page all recovery time values are listed. From this page you can create a new recovery time or display an existing one in detail.

Creating a new recovery time

  1. From the Custom Categories page, select the Recovery Times tab. Existing recovery times are displayed.
  2. Click New Recovery Time. The Create Recovery Time page is displayed.
  3. Complete the Attributes and Relationships of the recovery time value.

    Field Name

    Details

    Name

    Name of this recovery time value.

    Abbreviation

    Abbreviation of recovery time value.

    Description

    Free-text description of recovery time value.

    Active

    Yes if this recovery time value is currently active, No if it is not active. Defaults to Yes.

  4. Click Apply to save the recovery time details.

Viewing details of a recovery time

  1. From the Custom Categories page, select the Recovery Times tab. Existing recovery times are displayed.
  2. Click an entry to display the View Object page showing full details of the selected recovery time.
    • To delete the selected recovery time, click Delete.
    • To view audit details of the recovery time, click History.
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Comments

  1. Blaine Simpson

    Why is the UI page to manage "standard categories" titled "Custom Categories". Has anybody considered that "standard" and "custom" (in this topic area) have nearly opposite connotations?

    May 04, 2012 12:24