This documentation supports releases of BMC Helix Continuous Optimization up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Managing views

As an administrator, you can modify, delete, and manage the capacity views in the Views tab. You can also enable the access control for views and view groups. You can also create and manage data marts that can be used to prepare data for a custom view.

To revert an edited out-of-the-box view to its default settings, you need to reinstall the view. Also, if you accidentally delete an out-of-the-box view and then want to restore it, you must reinstall the view. When you install a view, any prior customization done to the view is lost. For more information about how to install a view, see Installing capacity views.

See the following sections:

Before you begin

Ensure that your user group has the administrator user group assigned to it. Otherwise, the options to edit a view or pages in a view are not available to you. For more information, see Default user roles and permissions.

To enable or disable editing of a view

You can lock a view for editing or deletion by disabling edit access to the view. By default, the out-of-the-box views are locked for editing while custom views can be edited. 

  1. In the navigation pane of Views tab, select Manage views
  2. In the Views table, Click for the view that you want to enable or disable editing for.
  3. Select the appropriate option: 
    • To lock a view, click Lock view (disable editing).
    • To unlock a locked view, click Unlock view (enable editing).

To edit a view

  1. From the navigation pane of Views tab, select Views > Custom Views to open the required view. 
  2. On the view page, click  and select Edit view.

    Info

    Alternatively, you can perform the following steps:

    1. In the navigation pane of Views tab, select Views > Capacity Pools.
    2. In the Capacity Views page, in the table, click  corresponding to the view you want to edit and click Edit view.

  3. In the Edit view page, specify the following properties and click Save:

FieldDescription
View nameType a name.

View group

(For custom view only)

Change the group the view belongs to.
Filters
Enable or disable filters to use in the view. By default, all filters are enabled. The following filters are available: 
    • Domain filter: This filter is enabled by default. After you create the view, you can apply the domain filter and select a specific domain to view its details.
      (Optional) As an administrator, you can specify the root domain or apply restrictions on the domain filter for the capacity view user. If you apply the following configuration, the data in that view is filtered based on the domain configured.
      • Show domains containing system types: Select the system type to filter a list of domains in the Select Root Domain dialog box corresponding to specific system types. You can select multiple system types.
      • Show domains containing business driver types: Select the business driver type to filter a list of domains in the Select Root Domain dialog box corresponding to specific business driver types. You can select multiple business driver types.
      • No Root Domain Selected: Set root domain to restrict the capacity view user to view only the configured root domain and its subdomains in the Apply Domain filter list of the No Domain filter field on the view, instead of all domains.
        Click the action menu  next to No Root Domain Selected and click Select Root Domain. In the Select Root Domain dialog box, a list of domains corresponding to the selected system and business driver types, are displayed. If there are subdomains under a parent domain, you can expand the parent domain to display the sub-domains under it. If the list is long, you can also type a string in the Search field and click Search. A list of names containing the search string is displayed and you can select the domain you require. Click Apply.
      • No Default Domain Selected: You can also mark this root domain or any of its subdomains as a default domain. Set default domain for the capacity view user to view the configured default domain in the Domain field on the view.
        Click the action menu  next to No Default Domain Selected and click Select Default Domain. In the Select Default Domain dialog box, a list of domains corresponding to the selected root domain, are displayed. If there are subdomains under a parent domain, you can expand the parent domain to display the sub-domains under it. If the list is long, you can also type a string in the Search field and click Search. A list of names containing the search string is displayed and you can select the domain you require. Click Apply.
        The capacity view user can change the domain or select another domain using the Select Domain option on the view. Select Apply Lock if you do not want the capacity view user to change the default domain.
    • Tag filter: After you create the view, you can apply the tag filter and display only those entities that have the specified tag.

    • Time filter: After you create the view, you can apply a time filter to view data for a specific time period, for example, YesterdayLast 7 daysLast 30 days. The default is Last 30 days.

 denotes the filter is enabled.  denotes the filter is disabled. For more information about filters, see Using filtering options in views.

Home page

Select a home page for the view. 
The list categorizes pages as Pages displayed as tabs and Pages displayed in fullscreen.

Add page groupGroup pages under a subview by using the page group option: 
  1. Click Add Page Group.

    A new page group is added under the Pages displayed as tabs column.
  2. Type a name for the new page group.


  3. Drag the page that you want to add to the page group and drop it under the page group name. 

    The page group is created with the pages under it. When you save the modified view, the page group is displayed as a tab with the pages under it.

    Info

    A page group cannot be displayed in full screen mode. Hence, you cannot move a page group under the Pages displayed in fullscreen column.

    If you want to delete a page group, ensure that it is empty.

 

To edit an existing page in a view

  1. From the navigation pane of Views tab, select Views > Custom Views to open the required view.
  2. Open the required view page.
  3. On the view page, click  and select Edit the page.

    Info

    Alternatively, perform the following steps:

    1. In the navigation pane of Views tab, select Views > Custom Views.
    2. From the list of custom views, click the custom view that you want to edit.
    3. In the custom view, click and select Edit the page.
  4. Depending on the view page template of the page, edit the required fields and click Save.

  5. The custom view page is displayed with the new configuration.

To add a page to an existing custom view

  1. From the navigation pane of Views tab, select Views > Custom Views to open the required view.
  2. Click  and select Add a new page.
  3. In the Add page dialog box, do the following:
    1. In the Page name box, type the name of the page.
    2. From the Display the page list, select if you want to display the page As a tab of the page menu, or In full screen, without page menu.
    3. Select a template. Click on a template to select it. 
  4. Click Create. The page is added to the custom view.
    The Create button is available for selection only after you select a template.
    The custom view is created and is displayed.
  5. Configure the view further. The sections of the view that can be edited have a icon located at the top-right.
    For more information, see View page templates.
  6. Click Save
    The page is added to the view.

To delete a page in a view

  1. Navigate to the view whose page you want to delete.
  2. Open the view page that you want to delete.
  3. Click  and select Delete page. 
  4. Click Yes in the confirmation box. 
    The view page is deleted.

To delete a view

  1. Ensure that you have the rights to edit or delete a view. For more information, see To enable or disable editing of a view.
  2. In the navigation pane of Views tab, click Manage Views.
  3. In the Capacity Views page, click  corresponding to the view you want to delete and click Delete view as shown in the following image:

  4. Click Yes in the confirmation box. 
    The view is deleted and is no longer displayed in the dashboard.  

To modify the access rights for a view

You can enable access control to views or view groups by using Authorization profiles.

  1. In the navigation pane of Views tab, click Manage Views.
  2. From the action menu that is located next to the view you want to edit the access rights for, click Edit access rights.
  3. In the Grant visibility to authorization profiles dialog box, select the authorization profiles this view will be visible and have access to. The selected groups appear in the Selected authorization profiles list. You can apply the selected authorization profiles either to a particular view or to a view group it belongs to. 
  4. Click Apply.

For more information about authorization profiles, see Managing authorization profiles.

To create and manage summary data marts for a custom view

You can create and manage summary data marts to retrieve the data according to your requirements for a custom view in the Views tab.

  1. From the navigation pane of Views tab, click Views > Custom Views.
  2. Open the required view page.
  3. On the view page, click .

  4. To create a new summary data mart, select Add Summary Data Mart. Follow the instructions provided on the wizard. For details, see Creating a summary data mart for a custom view.

  5. To manage existing data marts, select Manage Data Marts. The Data Marts page in the Administration tab is displayed. For details, see Managing data marts for custom views, reports, and report templates.

Related topics

Adding a custom view

Exporting and importing views

Accessing and using capacity views

Analyzing your infrastructure data by using capacity views

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